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!