Loan & Distribution Specialist AimPoint Pension
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Regional Vice President of Sales The Retirement Plan Company
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Defined Benefit Combo Cash Balance Compliance Consultant Loren D. Stark Company (LDSCO)
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AimPoint Pension
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Compass
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Bates & Company, Inc.
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Potential Plan Disqualification from an Unintended Affiliated Service Group -- No Pill's Gonna Cure Your Ill
Ferenczy Benefits Law Center [Guidance Overview] Sept. 29, 2021 "Whether the various employees are covered under one plan or three, however, the nondiscrimination testing and coverage testing must include everyone. The benefits from all three entities can be combined for testing (called 'permissive aggregation') if certain requirements are met.... One important thing to note: If the doctors are contemplating defined benefit or cash balance plans, rather than defined contribution plans, the separate plan structure is doomed from the start." |
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