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Retirement Plan Strategies
TWO PLANS ARE BETTER THAN ONE

Situation: Desire to make large deductible contributions but still be able to make little or no contribution in a slow year -- to provide large accumulations for the owner or other favored employees, adequate pensions for long
service employees will minimizing the cost on other employees -- to minimize investment risk to the sponsor.

Solution: For years it has been known that while both Defined Benefit and Defined Contribution plans had their
advantages they, also, had their limitations. While some of these limitations could be overcome with dual
plan (i.e. Defined Benefit and Defined Contribution) programs, these dual plan programs had their own
limitations. PPA ‘06 went a long way to eliminate many Defined Benefit (particularly Cash Balance Plans)
and dual plan limitations.

Plan Type: Defined Benefit and Defined Contribution plans

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Information is provided for review and consideration only. Please consult legal and tax advisors for practical advice pertaining to your business and personal situations.

This page was last reviewed and/or updated on Friday, March 12, 2010 05:14 PM

 
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