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Webcast: Back to School on Cash Balance/DC Combo Designs
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9/20/2011
When: 9/20/2011
11:00 AM


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Back to School on Cash Balance/DC Combo Designs
Presented by Kevin Donovan, CPA, MSPA, Pinnacle Plan Design, LLC
Tuesday, September 20, 2011
11:00 a.m. - 12:40 p.m. CT

Combining a cash balance plan with a defined contribution plan can provide very attractive benefits for business owners. Come listen to our speaker provide insight on the intricacies of plan design, how to get the best results and pass all the testing. Topics will include:

  • The allowable definitions for carving out employees;
  • Deduction limitations;
  • The coordination of top heavy and gateway requirements; and
  • The plan provisions that must be matched.

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