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Posted

If the plan is cross tested and top heavy, do participants receiving the top heavy contribution need to receive the 5% gateway or can they be limited to the 3% top heavy minimum?

Posted

Are you hinting that the TH mins are people eligible for a 401k feature but not "regular" PS? If so, then yes by otherwise excludible testing.

CBW

Posted

Also, be careful of comp definition. TH = 3% total comp, gateway can be based on comp while a participant so it is possible the TH > gateway.

The material provided and the opinions expressed in this post are for general informational purposes only and should not be used or relied upon as the basis for any action or inaction. You should obtain appropriate tax, legal, or other professional advice.

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