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Utilizing a Defined Benefit Plan in Business Transitions

Consultants at Independent Actuaries, Inc. frequently present information on Utilizing a Defined Benefit Plan in Business Transitions. The presentation covers 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

Below is a preview of the presentation. If you would like more information on this topic, please contact us!

Download (PDF, 190KB)