Vesting

Benefits accumulated in a retirement plan on behalf of employees may be subject to a vesting schedule. Vesting occurs as the ownership of retirement plan dollars transfers to the employee based on their years of service. It is important to…

Coverage Testing

Coverage testing analyzes whether an adequate proportion of the employees that the plan benefits are non-highly compensated employees (NHCEs), as qualified retirement plans cannot discriminate in favor of highly compensated employees (HCEs). Coverage testing is conducted for each type of…

Cash Balance Guide

Pinnacle Plan Design is a leader in the design and administration of Cash Balance plans. We strongly believe in collaborating with advisors, CPAs and attorneys to help them speak knowledgeably about cash balance plans with their clients. Cash Balance Guide for 2016…

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