Good Friday Morning:

I have an interesting situation and the CSMFO Web site doesn't have this
one covered yet. We recently hired a regular full-time staff member with
a salary over $40,000 who was exercising the 457 Catch-Up provision at
his former employer. He is insisting he can continue the catch-up in his
new job. I do not know (for a fact) that he is eligible for catch-up,
since that would apply to payroll history at his former employer. I may
not want to take his former employer's word for it. I am thinking that I
should not jeopardize the city's 457 plan by allowing this to occur. The
ICMA web site expresses a non-legal, non-technical opinion that any
employment with any employer counts. They have a vested interest here
and they do not cite the Code or regulation. Anybody faced this one
before? How did you (or would you) handle this?

Thanks,...jim koser, morro bay


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