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403(b) Match Failure


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You have a 403(b) with a match, hence an ERISA plan that should also have a plan document that tells you exactly what you should do. If rules are same as 401(k) plans then you distribute excess that is vested and forfeit excess that is not but read the document.

Kenneth M. Prell, CEBS, ERPA

Vice President, BPAS Actuarial & Pension Services

kprell@bpas.com

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