TBC Information Network

Teal, Becker & Chiaramonte offering valuable insights, impressions and commentary on today's financial and business world.

Combo Plans: What Advisors Need to Know

For the right employer, a “combo plan” can create a powerful opportunity to increase deductible contributions and accelerate retirement savings. What is a Combo Plan?  A combo plan generally combines a defined contribution plan and a defined benefit plan for the same employer or controlled group.  A common combo design pairs a safe harbor 401(k)… [keep reading…]

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