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Promises, Promises! – Owner-Only Cash Balance

Promises, Promises! Traditional DB Plans promise Accrued Benefits. Cash Balance Plans promise lump-sum amounts. Which promise is easily understood by both owners and employees? There is no Non-discrimination testing for owner only plans. No Cross-testing either. Like the traditional DB, Cash Balance has the flexibility of funding within a range of minimum and maximum calculated […]

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2014 Annual Dollar Limits for Qualified Plans

Here is your table of annual dollar limits for 2014. These are already being used in all Retirement Planning Center products! Click on the table below to view & download the table as an image, or visit therpc.com/mobile on your mobile device for quick access. Scan for Mobile: 

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