An analysis from October Three also finds certain industries are more drawn to the plan design that is viewed as less risky than traditional DB plans. There were 10,609 cash balance plans covering ...

Cheers if you already have the best retirement plan for your business. If not check out the tax benefits of a cash balance pension plan. As we enter tax season, you may wonder what else you can do to ...

What Is a Cash Balance Plan? A cash balance plan resembles a defined-benefit pension plan where an employee is guaranteed a certain sum of money upon retirement. This sum is a combination of employer ...

Cash balance plans and 401(k)s are both employer-sponsored retirement options, but they work differently. A cash balance plan is a type of pension that promises a set payout at retirement based on a ...

Cash balance pension plans became popular in the late 1980s and early 1990s, especially with companies such as IBM, Xerox and AT&T, which at the time had large liabilities in their traditional defined ...

October Three argues these specific cash balance options can achieve lifetime income through regular payouts to retirees. Financial insecurity can hurt retirees’ lifestyles and health, but ...

In today's ever-changing world of retirement planning, cash balance pension plans have become a popular choice for business owners and high-earning professionals. These plans are a fantastic way to ...

Large deductions and accelerated savings. This may sound like a pipe dream, but for business owners, a cash balance plan has the potential to provide both. A cash balance plan is a type of defined ...