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February 23, 2009

Integrated plan

Your Guide

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Definition

An employer sponsored  retirement plan for which contributions are allocated based on social security integration

Referring Cite

IRC § 401(l) , Treas Reg § 1.401(l)-1 Permitted disparity in employer-provided contributions or benefits, Treas Reg § 1.401(l)-2 Permitted disparity for defined contribution plans, Treas Reg § 1.401(l)-3 Permitted disparity for defined benefit plans, Treas Reg § 1.401(l)-5 Overall permitted disparity limits ,Notice 89-70

Additional Helpful Information

Written By

Denise Appleby

Denise is CEO of Appleby Retirement Consulting Inc., a firm that provides IRA resources for financial/ tax/legal professionals. She has over 20 years of experience in the retirement plans field, which includes training and technical consultation.

Denise writes and publishes educational /marketing tools for advisors; available at http://irapublications.com. Denise co-authored several books on IRAs

Denise is a graduate of The John Marshall Law School, where she obtained a Masters of Jurisprudence in Employee Benefits, and has earned 5 professional retirement designations.
She has appeared on numerous media programs, sharing her insights on retirement tax laws.

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Elective Deferral Contribution

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Employer Stock or Employer Securities

Definition Employer stocks or employer securities, refers to shares of stock, bonds or debentures issued by a corporation with interest coupons or in registered form.

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