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DB Plan Solution for Small Businesses

Independent Actuaries, Inc. specializes in Defined Benefit (DB) plans and the majority of our clients are small businesses. In 2017, a panel of our qualified consultants presented information on this topic to several groups of professional Financial Consultants and CPA’s. The presentation included the following information:

  • Differences between Defined Contribution (DC) and Defined Benefit (DB) plans
  • Pros and cons of each type
  • Situations / challenges where a DB Plan could be a solution
  • Details, examples, and case studies
  • Situations where a DB Plan is likely not a great solution

Below is a preview of the presentation. If you would like more information on this topic or if you would like us to consider presenting it at your firm, please contact us!

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