1-C-3 - Small Plan Design (Nondiscrimination Issues, Too)

Small plan design and nondiscrimination testing go hand in hand, and some practitioners believe floor offset plans are the most effective way to provide benefits under a DB/DC combination. Others are not so sure. The panelists share their insights and tips on how to design DB/DC small plans, including floor offset plans, and explore benefit calculations, the impact of IRC section 415, and other issues.

Speakers:

Mr. Lawrence Deutsch

Larry Deutsch Enterprises

Credits:

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