Beemer Posted January 23, 2010 Posted January 23, 2010 We have a client with two plans, a 403(b) plan for elective deferrals, and a second plan for match contributions. Would both plans be subject to Title I and the Form 5500 requirement, even though no match contributions are deposited into the 403(b) plan? Thanks
QDROphile Posted January 25, 2010 Posted January 25, 2010 If the match is based on the 403(b) elective deferrals, the 403(b) plan is subject to ERISA.
Beemer Posted January 25, 2010 Author Posted January 25, 2010 That's what I thought but I wanted a second opinion! Thanks
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