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Posted

This is a situation I have never encountered before in all these years (too many of them) and the client just dumped it on me today.

CB/DC combo.

CB funded by 9/15.

DC SH and PS will not be done by 10/15 but by 12/31. PS portion is also towards gateway and top heavy- standard.

2 questions:

  • Is this approach kosher?
  • What if they do not complete by 12/31? Top heavy, SH and gateway for 2025 is not satisfied

Any other issues I am not anticipating?

Thanks

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

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