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Deduction Limit For Aggregate Plans (dc And Db) Plans


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Guest CAROLINE
Posted

HOW DOES THE DEDUCTION LIMIT FOR AGGREGATE PLANS (EMPLOYER MAINTAINS BOTH DC AND DB PLANS)APPLY WHEN NOT ALL PARTICIPANTS IN THE DC PLAN PARTICIPATE IN THE DB PLAN? PLS HELP. THANKS.

Posted

The deduction limit for a DB and DC plan (404(a)(7)) applies when there is one common participant amongst the plans. The phrase, "One and your done," would be the motto to live by.

"What's in the big salad?"

"Big lettuce, big carrots, tomatoes like volleyballs."

Guest CAROLINE
Posted

THANKS SO MUCH FOR YOUR REPLY. I HAD THOUGHT SO BECAUSE THE LANGUAGE OF THE APPLICABLE REGULATION INDICATES THAT AS LONG AS THERE IS ONE COMMON PARTICIPANT, THE AGGREGATE DEDUCTION LIMIT RULE APPLIES.

I ASSUME THAT THE COMPENSATION TAKEN INTO ACCOUNT COMPRISES OF ALL PARTICPANTS (COMMON PARTICIPANTS AS WELL AS THOSE WHO PARTICIPATE IN ONE PLAN AND NOT THE OTHER)?

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