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Ben Jensen

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  1. CuseFan... How did they merge a MP plan (a 401(a)plan) into a 403(b)? Not possible unless they are a church.
  2. Peter Gulia: Thanks. I so appreciate your comments and support. You are generous to us all. Patricia Neal Jensen FuturePlan 403(b) SME
  3. Use a 403(b). The problem here is using a 401(k) for a non-electing church. It is a fundamental error which causes many issues that a 403(b) church plan would not have.
  4. Is there a reason we have to abide by the 25% DC Comp deductibility limit when the plan is a 403(b) and the sponsor is a church which does not pay taxes? Thanks! Patricia Neal Jensen, JD, SME FuturePlan by Ascensus Patricia.Jensen@FuturePlan.com
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