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3(16) Retirement Plan & Customer Liaison Compass
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Plan Administrator, Defined Benefit & Cash Balance The Pension Source
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Defined Benefit Plan Consultant/Actuarial Analyst Sentinel Group
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Retirement Relationship Manager MAP Retirement
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MAP Retirement
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Sentinel Group
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MAP Retirement
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Strategic Retirement Plan Consultant Retirement Plan Consultants
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BPAS
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Regional Vice President, Sales MAP Retirement
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Pattison Pension
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Pension Investors Corporation
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DWC - The 401(k) Experts
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Key Issues Affecting Safe Harbor 401(k) Cross-Tested Plan Design
FIS Relius
July 16, 2012
"A safe harbor 401(k) cross-tested plan combines two of the most attractive defined contribution plan designs. The plan design provides (1) enhanced disparity; (2) flexibility; and (3) catch-up contribution potential. Understanding how the safe harbor and cross-tested rules interact is essential in designing the combined plan. [This article discusses] some of the important issues which affect the plan design."
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