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Showing content with the highest reputation on 03/11/2019 in all forums
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2018 First Plan Year - Is Top Heavy
imchipbrown reacted to Lou S. for a topic
I'm assuming you have a calendar year plan established in 2018? For which the determination date for both the 2018 and 2019 plan year is 12/31/2018. If your top heavy ratio is more than 60% on 12/31/18 you have a top-heavy minimum required for 2018 (which will most likely be deposited in 2019) and for 2019 which will likely be deposited in 2020.1 point -
I don't think we are on the same page. The parent company plan can provide that one division is completely excluded from the plan and still be safe harbor. However, if the plan doesn't pass 410(b), there are other problems. Good luck and TGIF1 point
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