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Pension Webinar Course - Session 4: Ins and Outs of a Defined Benefit Plan

Does your small business meet the requirements for a Defined Benefits Plan? Find out in this webinar with David Blain, CFA, author of Invest in Your Life, Not Just Your Portfolio, CEO and Founder of BlueSky Wealth Advisors as he discusses the two main types of Defined Benefits Plans and who is eligible for each. 

Click here to watch now. 

What to Watch For:

Defined Contribution Plans 2:36

What is a Defined benefit Plan? 3:06

Annuity Based Plan 5:22

The Niche of Small Business Applicability 9:13

Administration of Defined Benefit Plans 13:33

How/When to Withdraw 14:46

Contribution Limits 15:26

Cash Balance Plan 18:04

Who’s a Good Fit? 21:35

Cash Balance vs. Defined Benefit Plan 24:15

Cash Balance vs. Defined Contribution Plan 25:00

Maximum Contributions 26:40

Discrimination Testing 29:24

Contribution Gateway 32:07

Additional Testing 32:37

NAPFA-Registered, Fee-Only Financial Advisors

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