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:Â IRS Publication 3998
Retirement Plans for Small Businesses - A more detailed explanation of the retirement plans and how they work:Â 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