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$3,000 Catch-up under 402(g)(7)


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Maybe the language you are looking for is hiding with the plan's deferral limit provisions instead of with the catch-up provision? 1.403(b)-4©(3) says that for someone eligible for the 15 yr catch-up, the 402(g) limit is increased by the amount of the catch-up. For the regular age 50 catch-up, the catch-up is not counted towards the limit.

If your document doesn't allow an eligible employee to exceed $16,500 by both the 15 year and age 50 catch-ups, you may want to look into other document providers' options.

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