DBIllustrationBank

Bank of Generic Plan Illustrations
Year: 2007

Alternate plan designs are linked below for each combination of owner and employee ages listed:
  • Traditional Defined Benefit plan
  • Cash Balance Plan
  • Cross-Tested Cash Balance Plan + Profit Sharing Plan
Each design is graded for it's absolute and relative efficiency.

Proposals based on actual census data may turn out better or worse than similar generic illustrations.

  Ages
1-owner 35 45 55 65
1-employee 2535455565 2535455565 2535455565 2535455565
2-employees
5-employees
10-employees
50-employees
2-owners 35 & 45 45 & 55 45 & 65 55 & 65
2-employees        

View DBIllustrationBank for year: 2007