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Showing content with the highest reputation on 10/21/2014 in all forums
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Cash Balance Owner Allocation Formula
John Feldt ERPA CPC QPA and one other reacted to Effen for a topic
You are working way to hard, and just asking for trouble. Pick a safe amount close to the 415 limit and use the maximum funding limit to keep the plan overfunded. Then, in the 9th year, or when he starts wanting to terminate, calculate the maximum benefit and make sure the assets don't exceed that amount. This works great, especially if you don't have any other participants. IMHO, the 415 limit is too fluid to try to match every year.2 points -
Additional Loan Repayment
david rigby and one other reacted to K2retire for a topic
That sounds like an invitation to make another error to me!2 points
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