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Retirement Plan Strategies
ONE STOP SHOPPING

Situation: Company wants a 401(k) plan for long service employees that favor key people. This could either be the company's first plan or the replacement of a defined benefit plan. 

Solution: In addition to the usual employee 401(k) contribution and the related match, a discretionary contribution will provide for adequate benefits and a "kicker" for key individuals. For a terminated defined benefit the rollover money is factored toward benefit adequacy. 

Plan Type: 401(k) with Discretionary New Comparability Profit Sharing.

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Design Strategies

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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, July 03, 2015 05:22 PM

 

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