Gary Lesser Posted February 5, 2004 Posted February 5, 2004 Can contributions under a prototype SEP be considered in the testing of a 412(i) plan for 410(b)/401(a)(4) DC/DB aggregation when carving out employees using the 7.5% gateway? If so, must the DC(SEP) be adopted by 12.31.03 to be considered with a 2003 412(i) plan, or can it be installed by tax filing due date? My gut says "no," but does anybody have any cites, logic, or reasoning, one way or another? THX.
Gary Lesser Posted February 18, 2004 Author Posted February 18, 2004 Because no one has added their opinion, I've decided to agree with myself.
Recommended Posts
Create an account or sign in to comment
You need to be a member in order to leave a comment
Create an account
Sign up for a new account in our community. It's easy!
Register a new accountSign in
Already have an account? Sign in here.
Sign In Now