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February 23, 2009

Integrated plan

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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

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