New Age Comparability

New Age Comparability allows you to optimize the benefits you and your select employees receive. Subject to IRS Service Guidelines, you can establish two or more classes of employees under your plan and designate higher contributions to select employee groups.

The illustrations in the above graph were made using the 2002 limits and the following assumptions: 1) There are no other contributions being made under the plan; 2) The plan passes all applicable nondiscrimination tests; and 3) The employer’s goal is to maximize the benefits of their select employees.