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Requirements to Open a Keogh Plan

There are certain requirements an individual must meet in order to open a Keogh plan. Find out more about eligibility for this type of retirement account below.

In general, an employee must be allowed to participate in a Keogh when:

  • The employee reaches age 21, and
  • The employee completes one year of service [two years of service if a plan provides 100% vesting (i.e., the right to an accrued benefit is completely nonforfeitable) after two years of service]., Sole proprietors who consider setting up Keogh plans which cover employees should be advised to consult a knowledgeable pension administrator.

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