At the end of the plan year, some of our small cash balance (CB) and traditional defined benefit (DB) clients will contact us wanting to know what “the” contribution is for the previous year, as though there was a single option for what they are requ...
April
03
2023
Contribution Options for Small Cash Balance and Defined Benefit Plans
Posted by David J. Kupstas, FSA, EA, MSEA
in Retirement, defined benefit, cash balance
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