Compass
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Bates & Company, Inc.
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Defined Benefit Combo Cash Balance Compliance Consultant Loren D. Stark Company (LDSCO)
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AimPoint Pension
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Regional Vice President of Sales The Retirement Plan Company
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Loan & Distribution Specialist AimPoint Pension
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403(b) Catch Up Contributions
Belfint Lyons & Shuman, CPAs [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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