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Utilizing a Defined Benefit Plan in Business Transitions

Karen Dunn, co-owner of Independent Actuaries, Inc., presented information on Utilizing a Defined Benefit Plan in Business Transitions. Several clients and colleagues attended the presentation which covered several topics, including:

  • A general overview of Defined Contribution vs. Defined Benefit plans
  • How a Defined Benefit plan can be utilized in the sale of a business in both an asset sale and a stock sale
  • Identifying the best candidates for this strategy
  • Case Studies

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