This article has been updated for 2026. Defined Benefit Plan Target Return Rate What investment return should I target in a Defined Benefit Plan? Financial advisors ask us this question quite a bit. While we cannot give investment advice, we will provide you with the information needed to arrive at your own conclusion. Specifically, we […]
This article has been updated for 2026. Introduction In a Defined Benefit Plan, a business owner is able to make high deductible contributions ($100K to $250K+). Of course, large contributions lead to a large asset pool, so it is important to select a qualified financial advisor to manage Defined Benefit Plan assets. Defined Benefit Financial […]
This article has been updated for 2026. Your Defined Benefit Plan Attorney Do you sponsor a Defined Benefit Plan? If so, a pension attorney is an important part of your team. Pension attorneys, also called ERISA attorneys, have expertise in the laws and regulations related to Defined Benefit Plans. For small Defined Benefit Plans, pension […]
This article has been updated for 2026. The Defined Benefit Plan Actuary If you sponsor a Defined Benefit Plan or a Cash Balance Plan, you’ll need a qualified actuary. A Defined Benefit actuary (sometimes called a pension actuary) ensures your plan is properly designed, funded, and compliant with IRS and Department of Labor rules. In […]
This article has been updated for 2025. Defined Benefit Plan Administrator: Why Saber Pension is the Ideal TPA A Defined Benefit Plan can be one of the most powerful ways for business owners to save for retirement while reducing taxes. But success depends on having the right partner: a knowledgeable Defined Benefit Plan administrator or […]
