Bates & Company, Inc.
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Regional Vice President of Sales The Retirement Plan Company
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Compass
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Defined Benefit Combo Cash Balance Compliance Consultant Loren D. Stark Company (LDSCO)
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Loan & Distribution Specialist AimPoint Pension
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AimPoint Pension
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Effective Date of Universal Availability for 403(b) Deferrals
BenefitsLink Message Boards June 4, 2019
When did the universal availability requirement first apply? I'm looking at an early 1990s document from a major provider that has an age 21 and one year of service requirement in order to be eligible for deferrals. I'm struggling with how that would have been permissible. Code Section 403(b)(12)(A)(ii) was certainly in effect back then.
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