Newsdash Insight on Plan Design & Investment Strategy from PLANSPONSOR
February 10th, 2016
From the Magazine
Plan Corrections: Deferral Election
A participant wanted Roth deferrals, but his contributions were made pre-tax. What now?Read more >
Ask the Experts
Calculating the 15-Year Catch-Up for 403(b)s
“I am attempting to calculate the 15-year catch-up election for a participant in our 403(b) plan. I have the participant’s entire history of elective deferrals necessary to complete the calculation, but had some questions as to whether there are any deferrals I should exclude, such as past deferrals under the 15-year catch-up election, or past deferrals under the age-50 catch-up election. Are all deferrals included, or are some excluded?”Read more >