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Showing content with the highest reputation on 09/26/2018 in all forums
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403(b)(7) vs. 403(b)(9)
K2retire reacted to Patricia Neal Jensen for a topic
As usual, Luke is "spot on!" I do a reasonable number of church plans and have not to date done a 403(b)(9). While I acknowledge the 'No required document" material cited, I always do documents. How else does one know what the rules are? And I work and live in litigious California so I think it is good housekeeping.1 point -
Control Group Spousal Attribution in Community Property State
K2retire reacted to Mr Bagwell for a topic
One of the details/exceptions is whether there are minor children? I was taught that if there was minor children between the two, then the two plans are a control group.1 point -
Limit determinations are found in the regs. most limits are beginning of the year e.g. 1.401(a)(17)-1(b)(3)(ii) "...for the calendar year in which the plan year begins." The 415 limit is the only limit that is based on the end of the year, e.g. 1.415-5(a)(2)"...applies with respect to limitation years ending with or within the calendar year.1 point
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New loan policy needed?????1 point
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