Jim Chad Posted August 31, 2012 Posted August 31, 2012 Can I aggregate 401(k) and 403(b) Plans for coverage and nondiscrimination testing?
mbozek Posted September 3, 2012 Posted September 3, 2012 Can I aggregate 401(k) and 403(b) Plans for coverage and nondiscrimination testing? I dont think so because different rules apply for non discrimination purposes. For example, there is no ADP testing in 403b plans and 403b plans are subject to universal availablity for elective contributions. Neither of these provisions apply to 401k plans. mjb
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