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Combination Plans


A growing number of professional and entrepreneurial firms are finding that their needs can only be met through the combination of Defined Benefit and Defined Contribution plans. Since these plans can be tested as one plan for discrimination purposes, they offer great flexibility in plan design.  There has been a general tendency to make these structures overly complicated.


The key to designing these plans is to gain clarity on the purpose and goals of the plan before you begin.

 

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