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
Principal, Employee Benefit Plans,
FCA, MAAA. MSPA. EA, CEBS,
Principal & Actuary,
Aegis Pension Services, Inc.
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