Jakyasar Posted May 21 Posted May 21 Combo plan CB/DC DC has SH match (not nonelective 3%) HCE (not owner) is excluded from CB plan. Defers and gets SH match. DC satisfies TH and states only TH with no percentages. HCE TH is satisfied without additional 3% PS allocation, correct? Thanks in advance
John Feldt ERPA CPC QPA Posted May 21 Posted May 21 Defers enough to get at least 3% match? Seems okay to me. Follow the terms of the plan documents of course.
Jakyasar Posted May 21 Author Posted May 21 Hi John Match is over 3% of salary. Thank you for your input.
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