Cash Balance Plans

Who Should Consider a Cash Balance Plan?

The content below was originally posted 06/02/2015 and has since been updated. Click here to read the updated information.  Cash balance plans allow high-income earners to save more towards retirement than a defined contribution plan. Unlike a defined contribution...

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What is a Cash Balance Plan?

A cash balance plan is a defined benefit plan that specifies the benefit as a hypothetical account balance. Each year, the hypothetical account is credited with a principal credit and an interest credit, as defined in the plan document. These plans are required to...

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