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“Cover Me” with the Pension Benefit Guaranty Corporation

DWC 08/19/21
Welcome back to Cash Balance Corner (CBC) after a brief summer hiatus. We thought you deserved a break after all the math we threw at you in the last few entries. This is the 15th installment for CBC, which started with cash balance plan basics and progressed to the complexities of nondiscrimination testing. Our plan is to wind up CBC by the end ...
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Adding an Employee to Your Cash Balance Plan? You Should be Thinking This Article is "Just What I Needed"

DWC 12/3/20
Sponsoring a retirement plan can provide significant benefits to a company (and its participants). But with great benefits comes great responsibility…responsibility to follow all of the various regulatory requirements. Since these plans provide hundreds of billions of dollars in tax deductions each year, Congress and the various agencies want to ...
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Cash Balance Compliance: "Takin' Care of Business"

DWC 11/5/20
Wow! We have covered a lot of ground over the last few entries, learning about how cash balance benefits are earned and funded. So far, our plan sponsor Robert Smith, Inc. has dealt with the complexities of an owner-only plan. Now, it’s time to take a step back to take a look at some of the more mundane-sounding but still very important ...
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What is the PBGC & Does it Cover our Cash Balance Plan?

DWC 04/9/19
Facts Our company is thinking of setting up a cash balance plan. In our research about what that entails, we keep running into information about the PBGC and paying premiums.
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The views expressed in this blog are those of the authors and do not necessarily represent the views of any other person or organization. All content is provided for informational purposes only and is not intended to be tax or legal advice.