Cash Balance Plan Pay Credit Options: How to Select the Best One
A cash balance plan is a powerful retirement tool for solo business owners who want …
What is the Difference Between Maximum Funding Limits and the Termination Liability in a Cash Balance Plan
When it comes to managing a defined benefit plan, two financial concepts are frequently discussed …
What is ‘Deemed’ Compensation and Why is it Critical for Sole Proprietors
If you are a sole proprietor with a retirement plan, there is one number that …
Plan Document Requirements for Establishing a Cash Balance Plan
Setting up a cash balance plan involves much more than choosing a contribution level and …
How to Read a Cash Balance Plan Illustration [Step by Step]
Most business owners look at a cash balance plan illustration and jump straight to the …
When a Solo Cash Balance Plan Stops Being ‘Solo’
Many business owners set up a solo cash balance plan expecting years of simple, predictable …