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How are nonqual cash balance plans treated for plan aggregation purpose?

Guest newtobenefits

By Guest newtobenefits
in 409A Issues

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Guest newtobenefits

Guest newtobenefits

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Cant seem to find any guidance on this? Any help appreciated!

XTitan

XTitan

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How are you treating for FICA? All the plans I've seen treat cash balance plans as account balance plans, so I'd aggreggate under either elective or non-elective account balance plans, where applicable.

 - There are two types of people in the world: those who can extrapolate from incomplete data sets...

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