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 …
Funding Request Form FAQs
Our Funding Request Form is used to streamline the annual administration process. While the form …
My Defined Benefit Plan is Being Audited: What Do I Do?
Receiving a notice that your defined benefit plan is being audited can be a stressful …
What is a DB Plan? The Ultimate Guide
You may have heard of a Defined Benefit (“DB”) Plan but might not know much …
[Podcast] Defined Benefit Plans: Why Do Different Actuaries Give Different Funding Amounts?
If you’ve consulted multiple actuaries about setting up a defined benefit plan, you may have …
[Podcast] How Do Cash Balance Plan Funding Ranges Work?
For business owners with a defined benefit plan, funding ranges provide crucial flexibility in how …