Description
Sponsoring both a defined contribution plan and a defined benefit plan can offer plan sponsors and plan participants the best of both worlds and significant opportunities for retirement savings within a tax-efficient environment.
• Learn how combining defined benefit/cash balance plans with 401(k) profit sharing plans can maximize company objectives
• Identify plan sponsors who are prospects for combination defined benefit/cash balance and 401(k) profit sharing plans
• Identify basic non-discrimination testing issues
• Understand implications of combination defined benefit/cash balance and 401(k) profit sharing plans on employer deductions
Speaker(s):
- Kelly
A. Davis,
ERPA,
Principal, Employee Benefit Plans,
CliftonLarsonAllen LLP
- Lorraine
Dorsa,
FCA, MAAA. MSPA. EA, CEBS,
Principal & Actuary,
Aegis Pension Services, Inc.
