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403(b) non-ERISA matched with a SEP

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By "matched with a SEP" in your title you mean paired with a SEP, not that matching contributions on 403(b) deferrals are made to the SEP, which would violate the uniform contribution requirement, right?

Haven't seen that before, interesting strategy to avoid government filings. 

Kenneth M. Prell, CEBS, ERPA

Vice President, BPAS Actuarial & Pension Services


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  • 1 month later...

Belgrath.... last comment critical.  "Paired with" makes us nervous because a Non-ERISA plan cannot be actually "paired with" anything or it will be ERISA.  But "paired with" means something in the "other plan" references or requires an action in the Non-ERISA plan.

Patricia Neal Jensen, JD

Vice President and Nonprofit Practice Leader

|Future Plan, an Ascensus Company

21031 Ventura Blvd., 12th Floor

Woodland Hills, CA 91364

E patricia.jensen@futureplan.com

P 949-325-6727

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