Please remember that we can only offer information in a condensed form due to this media type. Please do not hesitate to call us if you need further clarification.

412-967-6240

We very much invite communication with you.

 

Are these Combo Plans legal?

Most definitely! Of course, so is driving a car but you still need to obey the traffic rules. Similarly, the testing rules, benefit and contribution limit rules, and the various compliance rules must be met. It is important to know that Cash Balance Plans (both by themselves and in combination with Profit Sharing/401(k) Plans) are supported by Congress and regulatory agencies through recent laws and regulations.