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Full Version: Application of "Plan limit" to catch ups when plan has post tax & pre tax
BenefitsLink Message Boards > Retirement Plans > 401(k) Plans
RGlaser
If a plan provides for both pre tax and post tax contributions, with a combined limit, can a person exceed the "plan limit" on deferrals and be eligible to make age 50 catch up contributions?

For example, a plan offers pre tax contribs up to 15%, and post tax contribs up to 15%, but the combined contribution total cannot exceed 15%. In the extreme, say an age 50 person contributes 15% on a post tax basis. Since they are then technically limited to 0% pre tax, can they then put in an additional amount of pre tax dollars up to the age 50 catch up limit for the year?

Thanks for any thoughts.
QDROphile
Yes.
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