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403(b)(9) Church Plan: Some Questions on Plan Administration
BenefitsLink Message BoardsLink to more items from this source
July 16, 2021

"We have our first 403(b)(9) church plan with discretionary profit sharing that is allocated at a rate of 12% of comp per year. Is there any type of testing required? A few other questions I'm getting stuck on: Do forfeitures need to be separately accounted for by person? Can church plans utilize auto-rollovers or cash out provisions?"

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