This article has been updated for 2022. 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, […]

Defined Benefit Plan Podcast

Defined Benefit Plan Podcasts. Our Guest Appearances.

This article has been updated for 2022. Introduction Practitioners use Defined Benefit Plan compensation for many elements of administration. This article explains, at a high level, how your Defined Benefit Plan actuary and third party administrator will define and use compensation for your Defined Benefit Plan. Defined Benefit Plan Compensation The owner’s Defined Benefit Plan […]

Defined Benefit Plan Compensation

Defined Benefit Plan Compensation. What Compensation Counts?

This article has been updated for 2022. Form 945. What Is It? Form 945 is used to report federal income tax withheld from nonpayroll payments, including distributions from Defined Benefit Plans. Do You Need to File? In general, if you have withheld federal taxes from any nonpayroll payments, Form 945 would be required. More specifically, […]

Form 945

Form 945: Reporting Withholding for Defined Benefit Plans

This article has been updated for 2022. 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 […]

Defined Benefit Plan TPA

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