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Showing content with the highest reputation on 11/15/2017 in all forums
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ESOP NUA Tax rules
MoJo reacted to BeckyMiller for a topic
Watch out for the fine points. It is possible to have a 401(k) stock bonus plan.1 point -
If they want to set a new % limit and not worry about allowing catch-up eligible to exceed that limit, the limit needs to be at least 75% of pay. See 1.414(v)-1(e)(1)(ii)(B).1 point
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If you can , I suggest you team up with someone who knows 403(b) Plans. No documents ,might be a serious problem.1 point
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