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Defined Benefit Plans, Including Cash Balance

Match in Cash Balance based on 403(b) deferral

Guest Grant

By Guest Grant
July 14, 2008 in Defined Benefit Plans, Including Cash Balance

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https://benefitslink.com/boards/topic/39192-match-in-cash-balance-based-on-403b-deferral/

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Guest Grant

Guest Grant

Posted July 14, 2008

Posted July 14, 2008

We used to be able to do this.

1.403(b)-5(b)(2) appears to restrict this. "universal availability".

Thoughts? Anyone have such a plan? popular in health care...

(also posted in 403(b) forumn)

Thanks

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