Our client is wrapping up a §403(B) audit that was initially focused on 1997, but will probably include 1998 and 1999 voluntarily (I see no harm in this since the CAP fee stays the same, the audit is limited to contribution limits, and the '97 violations will carry forward).

Going forward in 2000, they would like to use some software to monitor the tests. Is there any software that can do this for them? If so, does it calculate the exclusion allowance and/catch up elections? Note we will also require providers to do tests, under hold harmless.

Any thoughts are appreciated.


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After 14 years, I finally have found an org that tries to do its own MEA calc. But, you are not alone benmark has a similar post this same day. Please see the answer I gave him.