David Benbow
By David Benbow 9/3/2015
This article originally appeared in the Spring 2013 issue of Plan Consultant. To view a PDF version, please click here.Defined benefit plans are often regarded as the dinosaurs of the retirement plan world. While defined contribution plans have become the preferred retirement plan structure in the...
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By David Benbow 8/31/2015
This article originally ran in the Spring 2012 issue of Plan Consultant. To view a PDF version, please click here.The 8955-SSA is much the same as the old Schedule SSA, but an esoteric rule regarding participant statements is mentioned more prominently in the new filing instructions and has been...
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