At the Cincinnati Benefits Conference last week, I was surrounded by some of the giants of plan document design, especially pre-approved prototypes and volume submitter documents. At one point, around one table during lunch, sat the writers of prototypes and volume submitter documents used by more than 70% of 401(k) plans, profit sharing plans, […]
Entries Tagged as 'DBK'
Cash Balance Prototype or Volume Submitter Plans
June 19th, 2007 · No Comments
Tags: DBK · Cash Balance · Legislation · IRS
Patented Plan Designs
May 14th, 2007 · No Comments
The ABA Law Journal recently published an article about patenting legal strategies. The article, by Steve Seidenberg, was published in the May edition and it titled Crisis Pending: Can a Patent on Legal Strategy Prevent a Client From Taking Your Advice? The Courts May Soon Decide.
For retirement plans, an idea crops up […]
Tags: DBK · Cash Balance
DBK Plans and the Shift away from Traditional Defined Benefit Plans
April 16th, 2007 · No Comments
Spent some time today going through section 903 of the Pension Protection Act, which is the section on the combined defined benefit/401(k) plans permitted for plan years after December 31, 2009. The question, which I’ve heard several times over the last couple of months, is how to make the most appropriate choices now in […]
Tags: DBK
