This article has been updated for 2025. Real Estate in a Defined Benefit Plan: Introduction Real estate can be a great investment. It has the potential to provide “return” through monthly cash flow, asset appreciation, and the paydown of any outstanding loan balance. What’s more, these returns may be magnified through the use of financing […]
This article has been updated for 2025. Introduction Saber Pension has discussed Defined Benefit Plans as a guest on several podcasts. In this post, we have provided the Defined Benefit Plan podcast transcripts and access to the full shows. Note that we have made minor edits to the transcripts for readability purposes. For your convenience, […]
This article has been updated for 2025. Can you rollover a Defined Benefit Pension Plan to an IRA, 401(k), or SEP? Yes, most participants in small Defined Benefit or Cash Balance Plans can roll their benefit into one of these qualified retirement accounts, subject to IRS rules and plan provisions. In contrast, most large corporate […]
