Group Defined Benefit Plan: Understanding the Process
Group plans are a bit more challenging compared to solo plans. That’s because there are …
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 …
5 Steps to Adding Your Spouse to Your Cash Balance or Defined Benefit Plan
We work with a lot of solo professionals who are looking to add their spouses …
Does Hiring My Kids Require Adding Them to My Cash Balance Plan? Complete Guide
It’s very common for business owners to employ their children. In fact, there’s plenty of …
What is a DB Plan? The Ultimate Guide
You may have heard of a Defined Benefit (“DB”) Plan but might not know much …
[Podcast] How Retirement Ages Impact Defined Benefit Plans
When setting up a defined benefit plan, one of the most important factors to consider …