November 2010 Archive

IRS proposed cash balance plan regulations allow equity-based rates of return

November 01, 2010

On October 18, 2010, IRS released final and proposed regulations with respect to hybrid plans, including cash balance plans. The rules under both the final regulation and the proposal are very technical and deal in detail with a variety of issues applicable in limited situations (e.g., the treatment of variable annuities). Read More

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