Guest sjpilger Posted June 22, 2004 Posted June 22, 2004 I have a client that is considering adding a match and vesting to their non - ERISA 403b or converting to a 401k. They have 250 employees and no HCEs. Either plan would need a document and discrimination testing etc. The difference, as I see it, would be that the 401k would need a full 5500 and plan audit where the 403b would have the short form 5500 and no plan audit. Am I missing something?
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