Search
Close this search box.

We Assist You in Selecting Ideal Retirement for You

What is Cash Balance Plan | Pension Deductions

There are several retirement plans out there in the market, and each one is more complicated than the other. Selecting the best plan for yourself and your firm is no easy task and it often leads to frustration. To make the task easier, we narrow it down to just two variables that are crucial in […]

Why are Pension Plan Document Needed?

Cash Balance Pension Plan | Pension Deductions

Simply put, a pension plan document is like the Constitution of a country. It outlines all the rules and regulations governing the pension plan. Note that the IRS makes certain things mandatory and the plan document cannot overrule those. For a few other things, the plan document can be a little more liberal within IRS […]