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America faces an unprecedented retirement crisis with many workers completely unprepared for retirement. See how the shift from DB plans to DC plans contributed to the problem and how companies can fix it.
What are employees looking for in today’s competitive job market? A retirement plan that stands out from the crowd. See how organizations can craft a plan that hinders turnover.
Higher interest rates gave pension finances a boost in May. Both model plans we track gained ground last month: our traditional Plan A gained 2% last month and is now up 4% for the year, while the more conservative Plan B edged up fractionally during May and is up almost 1% through the first five months of 2023.
Cash Balance plans provide significant savings opportunities for partners and owners to maximize retirement savings well beyond the 401(k)/Profit sharing limits.
professional service firms have significantly increased their adoption of Market Return Cash Balance plans over the past twelve years. In addition to the conversion of existing Fixed Rate plans, virtually every new Cash Balance Plan is incorporating the Market Return design right from the start.