Independent Actuaries Blog Author: Karen Dunn
DB Plans Can Address Small Business Owners’ Goals
This recent article on Forbes.com about retirement planning for small businesses has some good advice. One important thing missing, though, is how well a defined benefit (DB) plan can address common small business owners’ goals in several ways. A DB plan … Continue reading
From Math Student to Actuary
Sometimes you can look back and identify the exact moment when your path in life was forever changed. I was a math student at Portland State University when my father sent me an article from the Wall Street Journal listing … Continue reading
Breaking news! Save for retirement in 10 years (or less)!
Defined benefit retirement plans for small businesses are often overlooked or misunderstood. We rarely see them accurately portrayed or even mentioned in the main stream media. Even the financial writer for the New York Times who wrote an article on … Continue reading
To Keep or Not to Keep Plan Records
Whether ‘tis nobler in the mind to suffer, plan sponsors find themselves asking “how long should I keep retirement plan records?”. The short (and not very helpful) answer is: “it depends”. As you may be painfully aware, there can … Continue reading
