cprisco

We have a Non-ERISA 403(b) Church Plan that is looking to add automatic enrollment. they want to apply it only to employees who will be eligible to receive the match (which has a stricter eligibility requirement than salary deferrals). Is this something they would be allowed to do?

Thanks, Carol!

Can a private school allow the 15 year catch-up provision in a 403(b) document? I have seen information that says only public schools can use the 15 year catch up, but other sources say both private and public schools can allow this provision. Does anyone know for sure? Thanks.