Jakyasar Posted August 25, 2020 Report Share Posted August 25, 2020 Hi Looking to set up a combo plan (CB+DC) and I now was informed that the client has a SIMPLE. Scenario 1: Not yet funded the SIMPLE for 2020, can I set up both plans? No deduction issues, correct? Scenario 2: Funded SIMPLE for partial 2020, what can be done if anything? Thank you Link to comment Share on other sites More sharing options...
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