BenefitsLink Message Boards > consultant SEP limitatiions due to employer CB plan

Full Version: consultant SEP limitatiions due to employer CB plan

BenefitsLink Message Boards > Employee Benefits in General > Small Businesses (issues unique to)

rmse46

Jun 6 2007, 08:21 AM

I have a client who has a 403b (no match) and maxing out contribution. She also participates in employers Cash Balance Plan. In addition, she has 50-75k of self-employment income. I was thinking of setting up solo 401k or SEP plan but didn't know if cash balance contribution 13K would impact her contribution to self employment plan. Please advise.
Rick S
Westborough, AM

Mike Preston

Jun 6 2007, 10:37 AM

Please don't multi-post. Please post responses here: http://benefitslink.com/boards/index.php?s...c=35811&hl=

This is a "lo-fi" version of our main content. To view the full version with more information, formatting and images, please click here.