CASH BALANCE PLAN RESOURCES

Cash Balance Plans –> Cash Balance Plan Basics — Case Studies — FAQ’s — Resources — Our Expertise

HERE are some articles and speeches about cash balance plans. For current developments, see the cash balance plan section of our retirement plan blog.

Cash Balance & Hybrid Plans – Final & Proposed Regulations
Minneapolis Pension Council, October 2014

A Plan for Doctors and Professionals,
CLARITYfinancial, 2014

Market-Based Cash Balance Plans
Minneapolis Pension Council, December 2013

Cross-Tested Plans – How-to & Examples
ISCEBS Symposium, Boston, September 2013

“The New Pension Funding Regulations: They’re Not All They Appear to Be”
International Foundation of Employee Benefit Plans, webcast November 2009

Professional Firm Cash Balance Plans,
Van Iwaarden Associates, September 2009

Plan Gets Stamp of Approval,
Financial Advisor Magazine, May 2007

FAQ’s About Cash Balance Pension Plans,
US Dept of Labor

Cash Balance: Friend or Fraud?
Employee Benefits Planner, Second Quarter 1999

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