Defined Benefit (DB) & Cash Balance Plan Services
At TPACore, we specialize in providing expert administration for Defined Benefit (DB) and Cash Balance (CB) plans. These plans offer strategic benefits for business owners and high-income earners, allowing for greater retirement savings and tax efficiency. Our team of professionals is equipped to handle the complexities of DB and CB plans, ensuring your plan is in compliance and effectively managed.
Defined Benefit and Cash Balance Plan
Our DB & Cash Balance Plan Services Include:
- Plan Design & Consultation: Tailored plan design to meet the specific goals of your business and participants.
- Actuarial Services: Annual actuarial valuations, funding calculations, and PBGC filings.
- Plan Administration & Compliance: Ongoing administration, compliance testing, and government reporting.
- Benefit Calculations: Accurate calculation of participant benefits, retirement options, and lump sum payouts.
- Plan Terminations & Mergers: Expertise in managing plan terminations, mergers, and asset transfers.
Looking for Professional DB/CB Plan Administration?
Schedule a consultation with us to learn how our services can support your Defined Benefit and Cash Balance plan needs.