Cash Balance and Hybrid Plan Design

Cash Balance and Hybrid Plan Design

While some might say that the Pension Protection Act
has "legalized" cash balance and hybrid plans, we had
deep experience with these programs long before the
legislation was passed, and we are experts in designing
and administering cash balance plans for organizations
of all sizes and industries.

We are helping our clients

  • Improve the design and operation of their existing cash balance plans
  • Transition outdated and impractical traditional pension plan designs into cash balance plans
  • Integrate cash balance plans with existing defined contribution plans
  • Revolutionize the administration of their cash balance and defined contribution programs

Based on our unparalleled experience with cash balance plans, it is no surprise: when the best organizations want to implement cutting edge retirement programs for their employees, they partner with October Three.

Explore our Plan Design Solutions

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Latest News:

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