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

Poyner Spruill


CPD Credit: 1.50 EA Core Credit: 0.75 EA Ethics Credit: 0.00 EA Non-Core Credit: 0.75 EA Formal Credit: 1.50