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Posted

Hi

A hypothetical question. Please ignore any testing other than deduction.

Assume a DB/DC combo plan. DC is 401k deferral and profit sharing only.

Plans are not top heavy and also not covered by PBGC.

In the DC plan, have a bunch on HCE's deferring only.

To determine the 6% limit (or 31% combo limit), are the HCE's compensation included? 

One scenario, include them in the DB and another scenario, exclude them from DB.

Thank you

QKA, QKC, QPA, CBS - I used to be indecisive about pensions but now I am not so sure

Posted

Perfect and thank you

QKA, QKC, QPA, CBS - I used to be indecisive about pensions but now I am not so sure

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