Retirement Plans: 401(k)s, IRAs, and Other Deferred Compensation Approaches 11th Edition by Everett Allen,Joseph Melone,Jerry Rosenbloom,Dennis Mahoney

Exercise 12

Discuss the issues an employer would face in migrating from a more traditional retirement plan design to one of the hybrid plans described in the chapter. Describe employer characteristics, business conditions, and specific hybrid designs that would allow such a change.