DB/DC Combo Plans 2018-11-30T23:06:13+00:00

With DB/DC combo plans, you can significantly increase the annual maximum amount that is allocated to an employee versus solely utilizing a defined contribution plan.

In addition, DB/DC combo plans can significantly reduce your overall plan costs versus solely utilizing a defined benefits plan. General nondiscrimination testing is required for these plans and there are additional requirements that must be followed. We are here to help you navigate these issues and provide you with guidance.

Our team will always put you first. Let’s talk about how we can help construct, implement and manage a DB/DC combo plan solution for you and your employees.

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DB/DC COMBO PLAN RESOURCES

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“THE RETIREMENT CHALLENGE – SINK OR SWIM”
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