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 ...

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 ...

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 ...

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 ...

The Financial Accounting Standards Board has voted to add a project to its technical agenda on market-return cash balance plans. Processing Content During a meeting on Jan. 14, FASB decided to add the ...

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 ...