ombskid Posted December 4, 2006 Posted December 4, 2006 I have to get a handle on DB DC combination plans. Is Sal Tripodi's ERISA outline book the best source?Anybody recommend anything else?
SoCalActuary Posted December 4, 2006 Posted December 4, 2006 Sal has a lot of good material, but some of it is dated since PPA. Look for some of the more current discussions here on combined plan deductions. In addition, Sal has good info on gateways, top-heavy issues, cross-testing, average benefit percentage tests, and other DB/DC combo issues. You should also consider getting ASPPA's recent sessions from their annual conference.
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