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Funding Overview

New comparability, age-weighted, and age-neutral are methods for allocating employer contributions to a profit sharing plan, which may or may not also include a 401(k) element and matching contribution features.

In general, these methods replace the usual method of allocating employer profit-sharing contributions (e.g., pro-rata or flat percentage, in which each employee receives an allocation of the same percentage of his or her compensation; or integrated, in which contributions are allocated more favorably with respect to income in excess of the taxable wage base.

 

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Funding Strategies

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Plan Types

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Plan Formats

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Document Formats

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Design Strategies

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Saving 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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