Guest Geezer Posted February 16, 2012 Report Share Posted February 16, 2012 I've be advised in a mutual fund company opinion that matching employer contributions in a 403(b)(9) plan will cause the plan to become subject to ERISA. I've found some artciles that speak to 403(b) plans (no mention of 403(b)(9)) that seem to indicate that ER matching contribtuions will cause the plan to be subject to the contribution anti-discrimination rules of ERISA. They don't say that the Plan is subject to ERISA, just that the pPan must comply with the anti-discrimination rules. Spefically, does this cause the 403(b)(9) plan to be subject to ERISA ? Link to comment Share on other sites More sharing options...
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