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catch up contributions


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Guest joeplans
Posted

Are catch up contributions excluded from 415 $40,000 annual additions limits? I cant's find any supporting data.

Posted

The July-Aug 2002 ASPA Journal EGTRRA/JWCAA Supplement (page 2, #5) states the "catch-ups are exempt from most all limitations, including ADP, 415, 404, 457, and 402(g) testing. I keep it handy as a reference tool.

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