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Age-Neutral Plans

The age-neutral method is similar to the new-comparability / age-based method. However, the age-neutral method does not rely and is not dependent on participant’s relative ages.

The formula is set forth in the plan and satisfies the discrimination requirement by imputing the employer’s contributions to social security on the participant’s behalf. Permitted formulas generally result on an allocation of 12.25% of compensation to highly compensated employees earning over $205,000, 9% of compensation to half of non-highly compensated employees, and 3% to the remaining non-highly compensated employees. 

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Information is provided for review and consideration only. Please consult legal and tax advisors for practical advice pertaining to your business and personal situations.

This page was last updated on Thursday, December 18, 2008 11:11 AM

 
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