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403(b) Catch Up Contributions
Belfint Lyons & Shuman, CPAs Link to more items from this source
[Guidance Overview]
Aug. 6, 2015

"[A chart illustrates] four examples to demonstrate the mechanics of this very complex limitation.... Plan sponsors must make sure that they have the historical information necessary to compute the maximum available 403(b) catchup for each employee. If historical information is not available due to permissibly excluded contracts, then the plan sponsors should consider the wisdom of offering a plan provision that they cannot administer accurately[.]"

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