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 the information needed to arrive at your own conclusion. Specifically, we will discuss the theory behind the target investment […]

Defined Benefit Plan Investment Return Target

April 16, 2020

Investment Return Target for a Defined Benefit Plan. What’s the Right Answer?

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 Advisor Considerations When selecting a financial advisor, […]

Financial Advisor Defined Benefit Plan

October 25, 2019

The Financial Advisor for Your Defined Benefit Plan. What You Should Consider.

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 laws and regulations related to Defined Benefit Plans. For small Defined Benefit Plans, pension attorneys work closely with Defined Benefit actuaries and […]

Pension Attorney

August 19, 2019

The Pension Attorney. A Legal Resource for Defined Benefit Plans.

The Defined Benefit Plan Actuary In general, if you have a Defined Benefit Plan or Cash Balance Plan, you will need an actuary. Being a Defined Benefit Plan, or pension, actuary is a specialty that requires significant education, skill and continuing education. What is an actuary and what does a Defined Benefit Plan actuary do? […]

Defined Benefit Plan Actuary

June 18, 2019

[Updated] The Defined Benefit Plan Actuary. What Is an Enrolled Actuary?

The Defined Benefit Plan TPA What should you look for in a Defined Benefit Plan TPA? Last week, we talked about how Defined Benefit Plans work. We also described how a Plan could massively reduce your taxes. Perhaps now you’re ready to take the next step. You want someone to confirm that a Defined Benefit […]

Defined Benefit Plan TPA

January 7, 2019

What to Look for in a Defined Benefit Plan TPA. Choosing the Right Provider.