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Category Archives: DBK
Cash Balance Prototype or Volume Submitter Plans
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 … Continue reading
Posted in Cash Balance, DBK, IRS, Legislation
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Patented Plan Designs
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 … Continue reading
Posted in Cash Balance, DBK
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DBK Plans and the Shift away from Traditional Defined Benefit Plans
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 … Continue reading
Posted in DBK
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