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Posted by studiocenter on Aug 1, 2013

Cross-Testing: The Right Tool for Many Jobs

In this issue:

  • Background
  • The General Concept
  • The Ground Rules
  • Contribution Groups
  • Contribution Gateway
  • Average Benefits Test
  • Practical Uses for Cross-Testing
  • Rewarding Employees
  • Reimbursing Surrender Charges or Market Value Adjustments
  • Conclusion

This newsletter is intended to provide general information on matters of interest in the area of qualified retirement plans and is distributed with the understanding that the publisher and distributor are not rendering legal, tax or other professional advice. Readers should not act or rely on any information in this newsletter without first seeking the advice of an independent tax advisor such as an attorney or CPA.

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