When a Solo Cash Balance Plan Stops Being ‘Solo’
Many business owners set up a solo cash balance plan expecting years of simple, predictable …
One & Two Year Eligibility Options for Defined Benefit Plans Explained
Defined benefit and cash balance plans offer a lot of customization. When hiring non-owner employees, …
How to Determine Retirement Plan Entry Dates
Retirement plans typically include specific entry dates that determine when employees become eligible to participate. …
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 …