[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 …
[Podcast] How Retirement Ages Impact Defined Benefit Plans
When setting up a defined benefit plan, one of the most important factors to consider …
[Podcast] Understanding the 6% Rule and the 31% Rule for Cash Balance Plans
For business owners who combine a defined benefit plan with a 401(k), the IRS imposes …
[Podcast] Do I Have to Contribute to a Cash Balance Plan If I Have No Income?
Cash balance plans are a powerful retirement tool for business owners, offering flexibility in retirement …
Strategies to Minimize Employee Cash Balance Contributions with Group Plans
Understanding how cash balance plans work can be very challenging. The more employees you have, …