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austin3515

TAMRA Plans

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These things are the best hidden topic I think I have ever seen.  Does anyone have an article that talks about how these work?  I can't find anything in the regs. The EOB doesn't mention them.

In general I know they are mandatory ee contributions as a condition of employment which the IRS treats as Employer contributions.  Do I have the long and short versions of it just about right?

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I never heard of them referred to in that manner as specific plans but I have at least one consulting client with a 403(b) plan with these mandatory contributions as a condition of employment which, as noted, do not count as elective deferrals but as employer nonelective contributions. Then the employee can max out on top of that, and my client throws in a nominal 10% of pay to boot! it is quite the plan for sure.

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We have 403(b) plans. How can I report under W-2 form: 1) mandatory EE contributions as a condition of employment  and 2) EE elective deferrals under the 402(g)(1) (employee elective deferral limits)? Now this is summary under box 12 E. For example:  3% mandatory EE contributions and  maximum EE elective for 2018 ($18,500) separate ? Thanks!

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