Young Curmudgeon Posted October 22, 2010 Posted October 22, 2010 My document requires the offset be "by the Participant's monthly benefit provided from the Profit Sharing Plan non-elective accounts attributable to contributions and associated earnings for plan years beginning on or after January 1, 2010" So I use account balances to calculate the offset, no problem. Does this also dictate the testing methodolgy? For future years, to avoid exposure to bad investing on the PS side, could I still operationally test for non-discrimination based on current year accruals & contributions only?
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