Defined benefit plans are a little known secret in the retirement arena. Maybe you understand them or possibly you are new to them. In either case, we have all the answers.
- Defined benefit plan basics
- Customizing a defined benefit plan
- Defined benefit plan rules
- Advanced defined benefit plan topics
- Defined benefit plan FAQs
- Defined benefit plan videos
Defined benefit plan basics
Defined benefit plans can be very complex. In the following posts, we examine some of the basics in plan structure.
- Defined Benefit Retirement Plan: The Complete Guide
- Can you have a defined benefit plan and a 401k plan?
- How Much Does a Defined Benefit Plan Cost? Low Fee Providers
- Advantages of Defined Benefit Plans: Our Top 10 List
- Difference Between Defined Benefit Plan and Defined Contribution Plan
- FREE Cash Balance Plan or Defined Benefit Plan? The Secret Revealed
- How to Set Up a Defined Benefit Plan: 5 Start Up Tips – (emparion.com)
Customizing a defined benefit plan
Now that you understand some of the basics, let’s look at some of the ways you can customize a plan to meet your needs. Take a look at some of our posts on plan structure.
- DB Plan: Top Defined Benefit Pension Plan Strategies 
- Defined Benefit Plan for S Corps ≈ Top 5 Strategies
- Top 5 Defined Benefit Plan Tax Strategies for 2021
- Defined Benefit Plan Sole Proprietor ≈ 5 Easy Steps
Defined benefit plan rules
- Deadline to Establish a Defined Benefit Plan [Updated for 2021]
- Defined Benefit Plan Example ∼ 5 Surprising Examples
- Defined Benefit Plan: $1 Million in 10 Steps [Example]
- 2021 Defined Benefit Plan Contribution Limits: Rule to $1 Million
Advanced defined benefit plan topics
- 10 Effective Strategies for Overfunded Defined Benefit Plans
- The Complete Guide to Employee Vesting for Defined Benefit Plans
- Terminating a Defined Benefit Plan: Our 10 Step Process
- Can You Have a Self-Directed Defined Benefit Plan? The Surprising Answer
Defined benefit plan videos
That’s fine if you are more of a visual person. Take a look at our collection of videos below and learn a bit more about how the plans work.
- Defined Benefit Plans for S-Corps
- Vanguard Defined Benefit Plans: Here’s What They Don’t Tell You
- Can a Defined Benefit Plan be Combined with a 401(k) Plan? The Surprising DB Plan Combo
- Form 5500-EZ: The Quick Step by Step Guide
Defined benefit plan FAQs
By now you have probably heard about all the tax and retirement benefits relating to defined benefit plans. But let’s face it…they can be difficult to understand.
That’s why we have completed this list of FAQs. If you have a question that isn’t answered here just leave us a comment below. We will continually update this page so that it is as comprehensive as possible.