Employee Benefits & Executive Compensation Associate Attorney Polsinelli PC |
Plumbers Local Union No. 1 Benefit Funds |
Retirement Plan Relationship Manager ERISA Services, Inc. |
Jr Retirement Plan Administrator/ Administrative Assistant Hochheiser Deutsch & Co, Inc. |
Nicholas Pension Consultants |
Retirement Plan Administrator (TPA) Retirement Plan Consultants |
EPIC Retirement Plan Services |
Retirement Plan Administrator – Senior Associate PBMares |
Retirement Plan Legal Specialist Pentegra |
Administrator/Consultant (DC and DB) TPA Professionals |
Retirement, LLC |
Kentucky Trust Company |
RTD Financial Advisors |
EPIC: TPA/DPS |
Retirement, LLC |
Farmer & Betts, Inc. |
Pentegra |
Employee Benefits and Executive Compensation Associate Attorney Verrill |
Retirement Plan Documents Specialist Loren D. Stark Company |
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Designing Your 401(k) Plan for Combined Testing with a Future Cash Balance Plan DWC ![]() May 6, 2021 "Some [401(k) plans] are initially set up as stand-alone, only to be paired with a cash balance plan down the road. Since most cash balance plans are designed to provide owners with the majority of the benefits, they cannot pass the nondiscrimination tests, so combining the cash balance plan with the 401(k) plan creates a cost-effective method to pass testing." |
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