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Employee Benefit Plans 2015 - Virtual


X-Treme Plan Makeover: The Benefits of Combined DC and DB Plans


May 20, 2015 8:00am ‐ May 20, 2015 9:15am

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.

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