BenefitsLink Message Boards > Methods of Avoiding 436 Restrictions

Full Version: Methods of Avoiding 436 Restrictions

BenefitsLink Message Boards > Retirement Plans > Defined Benefit Plans, Including Cash Balance

merlin

Feb 29 2008, 09:36 AM

It appears that there are 4 possible methods for avoiding the (b), ©, and (e) restrictions, but only one (reduction of the COB/PFB) for avoiding the (d), and that has its own limits. Am I right on this?

This is a "lo-fi" version of our main content. To view the full version with more information, formatting and images, please click here.