Lori H Posted December 15, 2009 Posted December 15, 2009 A company maintains a deferral only 403(b) and a SEP that is solely funded by the employer. Are there any issues this employer needs to consider with the new 403(b) regs?
mbozek Posted December 21, 2009 Posted December 21, 2009 A company maintains a deferral only 403(b) and a SEP that is solely funded by the employer. Are there any issues this employer needs to consider with the new 403(b) regs? If the SEP is maintained by the non profit employer and no employee owns more than 50% of the NP then the contributions are not aggregated for 415c purposes. mjb
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