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Posted

Elective deferrals in 403b plan, with match in a 401a plan. Is there anyway to do this w/ Sungard? We have the 403b prototype and the 401k prototype, but I can't come up with a darn thing on coordinating the two. It seems to be a complete and total overhaul if I even try.

Austin Powers, CPA, QPA, ERPA

Posted

We used to have a couple of clients like that. We used Corbel VS documents modified by their service bureau for the 401(a) plan. We filed for determination letters as a minor modifier. I don't think you can make a prototype work without turning it into an individually designed plan.

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