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Resources

Initial Prospective-Client Questionnaire - Pension Plan Design Considerations

IRS Limits - Dollar Limitations on Benefits and Contributions


Guidance

Potential Maximum 1st Year Contributions to a Defined Benefit Plan

What You Need to Know About Defined Benefit Plan Investing

Considerations for Investing in Real Estate

What is a Defined Benefit Plan?  How does it work?


Government Agencies

Choosing a Retirement Solution for Your Small Business - An overview and comparison of the types of retirement plans available:  IRS Publication 3998

Retirement Plans for Small Businesses - A more detailed explanation of the retirement plans and how they work:  IRS Publication 560

Internal Revenue Service website - home page for sponsors of retirement plans:
https://www.irs.gov/retirement-plans

Department of Labor website - home page for Employee Benefit Security Administration:
http://www.dol.gov/ebsa

Pension Benefit Guaranty Corporation website - home page:
http://www.pbgc.gov