Deadline for C-Corps and Sole Proprietors to Fund a Defined Benefit Plan [Surprising Date]
Defined benefit plans are powerful retirement tools that allow business owners and corporations to make …
How to Administer Life Insurance in a Defined Benefit Plan
Administering defined benefit or cash balance plans can be challenging. This is especially true when …
Selling a Portion of Your Business: How is Your Defined Benefit Plan Impacted?
Defined benefit plans are great retirement options. But how do they work if you sell …
Can I make an ‘in-kind’ contribution to my cash balance or define benefit plan?
It is common for businesses to face cash flow issues from time to time. This …
Can My Spouse and I Have Separate Investment Accounts with Our Cash Balance Plan?
We get a lot of questions regarding investment accounts for cash balance and defined benefit …
Issues When Multiple Partners or Shareholders Have a Defined Benefit Plan
Solo defined benefit plans are relatively straightforward. But complexities arise when there are multiple owners …