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Contributing to more than one Plan


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Guest TLCPension
Posted

Can an employer adopt a Plan of a PEO and have their own individual company plan and what limits apply for contribution purposes?

Guest kgsingletary
Posted

The 402(g) limit is an individual limit. Therefore, between the two plans the participant's deferral would be limited to $12,000 (for 2003).

In addition, when processing ADP/ACP tests, the contributions of HCEs are aggregated and used in testing for both plans.

Why would the employer want the expense of two plans with no extra benefit? That is the whole reason they went to the PEO in the first place - they did not want to deal with these issues in-house - right?

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