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Cash-Balance Plans and Age-Weighted Profit-Sharing Plans Basic
problems with the combined limit. Finally, 401 (a)(17) of course applies to these plans. The basic idea ... plan was cash-balance at the time that the 401 (a)(17) rules became effective or whether it became cash-balence ...- Authors: David Benovitz, Richard Joss, Juan N Kelly, Maria Sarli, Lloyd A Katz
- Date: Apr 1992
- Competency: External Forces & Industry Knowledge; Results-Oriented Solutions
- Publication Name: Record of the Society of Actuaries
- Topics: Pensions & Retirement>Defined benefit plans; Pensions & Retirement>Defined contribution and 401k plans; Pensions & Retirement>Hybrid plans