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Defined Benefit Plans for Businesses

Defined Benefit Plans for Businesses

Wednesday, August 14, 2019

2:00p - 5:00p EST

Independence Planning Group

Independence Planning Group

1767 Sentry Parkway West, Suite 200
Blue Bell, PA 19422
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Vickie Severn


Brian Davis

For industry professionals only. Earn two CPE / CFP / CE credits for PA, NJ, and DE.

Many of your business owner clients have incurred various expenses in manifesting their dreams of owning their own business. Consequently, business owners are consistently searching for ways to create tax deductions without diminishing value and benefits for themselves or key employees.

Business owners desire to differentiate themselves not only with their customer base, but also as an attractive workplace for employee candidates.

This course will provide instruction on defined benefit plans for the closely held business owners. It will compare plan options, review design options and demonstrate why these plans are often paired with a 401(k) plan. The session will also review important IRS issues, the impact of adding survivor benefits, and required administration and suitability.

This course will help you to:

  • Understand the value of defined benefit retirement plans
  • Distinguish the types of defined benefit plans and determine how each is appropriate to a given business scenario
  • Determine the critical issues in funding these plans
  • Discuss funding options including cash value life insurance
  • Become familiar with recent IRS guidance on the regulations surrounding defined benefit plans

Wine and cheese networking event to follow.

Guardian Life Insurance Company of America is the provider for the event. No fee or exam required. Guardian Life Insurance Company of America (NASBA ID Number 106988) is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing professional education on the National Registry of CPE Sponsors. State boards of accountancy have final authority on the acceptance of individual courses for CPE credit. Complaints regarding registered sponsors may be submitted to the National Registry of CPE Sponsors through its website:

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