Tag Archives: cash balance plans

MARKET RATES OF RETURN IN CASH BALANCE PLANS – TOO GOOD TO BE TRUE?

Conventionally, returns in cash balance plans are credited based on a fixed rate defined in the plan document.  However, more attention has been raised recently to the idea of utilizing actual rates of returns in cash balance plans.  This is … Continue reading

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What is the Best Qualified Retirement Plan for your Company?

Good question – this would depend on many factors such as these: 1.)   The demographics of your staff 2.)   Your age and annual compensation 3.)   How much money you want/can afford to put away now 4.)  How much flexibility you … Continue reading

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