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Showing results for tags 'Aggregating with a DB'.
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Does a DC plan need to have language for the additional gateway 5.5% - 7.5% needed when aggregating and testing a DB/DC combo that is not primarily in nature? I am looking at adding a DB plan for a client, they have a 401(k)/PS with a bundled provider that is on a volume document with individual groups. They would like to leave that plan as is for now. The plan provisions work, but there is nothing about the additional gateway in this document, just the DC 3:1 and 5% rules. The volume documents I'm familiar with (Datair and Relius) do have this additional langauge.
