Please remember that we can only offer information in a condensed form due to this media type. Please do not hesitate to call us if you need further clarification.

412-967-6240

We very much invite communication with you.

 

Can some people have a 401(k) deferral only plan while others are in a plan with employer contributions?

 

Yes. This may be possible and still pass all relevant tests. Close coordination between the sponsor and the TPA/Actuary will ensure all test results are satisfactory.