The adoption of cash balance plans has slowed to a trickle since the passage of the Pension Protection Act of 2006, according to Sibson Consulting, a division of Segal. In a Spotlight report, Sibson ...

Cash balance pensions have seen significant growth over the past two decades, with their numbers increasing 15-fold and now accounting for nearly 50% of all defined benefit plans. Unlike traditional ...

Source: October Three Consulting LLC. Past performance is no guarantee of future results. The value of in-plan cash balance plan annuitization: Note that the value of the cash balance annuity is 20–30 ...

Cash balance plans have exploded in popularity and now hold more than $1 trillion of wealth. The plans are complicated. They have some features in common with 401(k)s, even though they are technically ...

This transcript was prepared by a transcription service. This version may not be in its final form and may be updated. Ariana Aspuru: Here's Your Money Briefing for Tuesday, March 11th. I'm Ariana ...

Under a recommendation approved by FASB, benefits will be valued by setting the discount rate equal to the assumed interest crediting rate. “Well-managed, daily valued” market-based cash balance ...

If you’re seeking a new niche to expand your plan consulting business, the growing market for cash balance plans (CBP) is worth considering. According to the 2016 National Cash Balance Research Report ...

Expansion supports Solopreneurs’ earning $250K+ access to advanced retirement strategies that boost tax deferral, grow savings, and align business cash flow. We work with clients to assess and ...

This transcript was prepared by a transcription service. This version may not be in its final form and may be updated. Ariana Aspuru: Here's Your Money Briefing for Tuesday, March 11th. I'm Ariana ...

Cash balance plans continue to gain acceptance. Per the 2016 National Cash Balance Research Report from Los Angeles-headquartered retirement consultants Kravitz Inc., these plans now account for 29 ...