Under a recommendation approved by FASB, benefits will be valued by setting the discount rate equal to the assumed interest crediting rate.

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 ...

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 ...

For high earners racing to close a retirement gap, traditional 401(k) limits can feel like a ceiling on their future lifestyle. Cash balance plans quietly sidestep that ceiling, letting business ...

The Financial Accounting Standards Board has voted to add a project to its technical agenda on market-return cash balance ...

Cash balance plans are designed for high-income professionals and business owners who want to reduce their taxable income. Depending on age and income, it's common to contribute $100,000 to $300,000 a ...

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 ...

A growing number of doctors, attorneys, and small business owners are discovering that a lesser-known retirement strategy could help them save hundreds of thousands in taxes — and build a much larger ...

FuturePlan's Cash Balance Center of Excellence serves as a leading expert in cash balance plan design and administration for over 35 years. "The extraordinary growth of cash balance plans over the ...