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Retirement Planning
Chapter 3: Qualified Plan Overview/MULTIPLE PLAN: EXAMPLE 2
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Chapter Study Session

Chapter 3: Qualified Plan Overview

MULTIPLE PLAN: EXAMPLE 2

01.Core Concepts

Consider the same facts as the previous slide except that the actuary determined that a contribution of $400,000 had to be made to the defined benefit plan. In this case, LLP could contribute 6% to the DC plan.