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What contributions to include in Cross-testing


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Guest crosseyedtester
Posted

I believe this is a simple question. The plan I'm working on has 401(k) and 3% Safe Harbor Employer contributions.

When determining the discretionary contribution amount to allocate, do I include the sum of the above contributions along with the Discretionary Contribution in the amount that is normalized?

Posted

No for the rate group testing (that only includes the discretionary and the SH), yes for the ABT (that includes all sources).

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