January 09 2019

What Is a Cash Balance Plan?

Our firm provides third party administrative services for both defined benefit (DB) and defined contribution (DC) plans. There is a type of plan called “cash balance” that sort of falls in between. While they are technically DB plans, they have some ...

June 20 2018

Deductible Limits for Defined Benefit and Combo Plans

This is the second in a two-part series about deductible contribution limits to qualified retirement plans. The first part last week covered the limits to defined contribution plans. The tax-deductibility of qualified retirement plan contributions is...