Getting the Most Out of Your Qualified Plans

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What We're Covering How Objectives Drive Retirement Plan Form Objective-Driven Plan Design: An Example Profit Sharing Example Service-Weighted Plan Objective-Driven Plan Design: Another Example Why Go With a Cash Balance Plan? Recent Horror Stories:  the Xerox Case

Lump Sums and "Whipsaw" Recent Horror Stories:  the IBM Case "IBM Proof" Cash Balance Plan Pay-Weighted "IBM Proof" Cash Balance Plan Sample Pay-Weighted "IBM Proof" CB Plan Cash Balance Issues to Consider What We've Covered