This article has been updated for 2022. 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 […]

Defined Benefit Plan Investment Return Target

April 16, 2020

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

This article has been updated for 2022. 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 […]

Financial Advisor Defined Benefit Plan

October 25, 2019

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