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SEP/Simple/403(b)

Establish a new workplace retirement account, make changes to an existing account, sell shares or close an account.

Open a New Account
Everything you need to open a new MFS workplace retirement account.

Manage an Existing Account
Make changes to your existing MFS workplace retirement account, including adding services and changing the owner's name.

Sell Shares or Close an Account
Transfer ownership, redeem shares or close an existing MFS workplace retirement account.