Guest PAUL MERLINO Posted July 20, 1999 Posted July 20, 1999 A controlled group sponsors a 401k plan and a 403b plan. For the plan year ending 123198 the 401k plan fails to satisfy 410b.The transition rule expired 123197. A 403b plan connot be aggregated with a 401a plan to allow the 401a plan to satisfy any compliance requirement of 401a. How do we handle this situation?
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