Defined Benefit Plan Actuary Explained: Rules + Why You Need One [Video]
If you set up a defined benefit plan, you must have an actuary. But don’t …
Reviewing W2 Compensation For S-Corps and C-Corps: Cash Balance Plan Payroll
The #1 entity structure for a cash balance plan is the S-Corp. In fact, around …
Cash Balance Plan Sole Proprietor Calculation [5 Step Process]
If your business is structured as a sole proprietor, we will need your business profit …
Cash Balance Plan Example Calculation: The Simple Process
You’ve probably heard by now that cash balance plans are complex. The calculation itself can …
Defined Benefit Cash Balance Plan: The #1 Structure
We often talk to clients who are searching for retirement structuring. But more often than not, …
Market Based Cash Balance Plan: The ‘Simple’ Guide
Market-based cash balance plans are a twist on our favorite retirement structure. They have been …