1-D-4 - Design and Deductions for Professional Groups
Cash balance plans have become the plan of choice for small business and professional groups. In most cases such plans are combined with a 401(k) or other defined contribution plan maintained by the employer. Presenters detail the deduction and funding issues such designs can encounter, and discuss testing, top-heavy and other matters.
Mr. Kevin Joseph Donovan
Pinnacle Plan Design, LLC
Ms. Kelsey Mayo