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Retirement Planning
Chapter 3: Qualified Plan Overview/EXAMPLE: TOP-HEAVY DC PLAN
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Chapter Study Session

Chapter 3: Qualified Plan Overview

EXAMPLE: TOP-HEAVY DC PLAN

01.Core Concepts

• Tate's compensation = $70,000 (not a Key Employee) • The Plan is a top-heavy DC Plan • Key employees' average contribution = 4.3% • What is the minimum funding for Tate?