For the right client, these plans can build substantial retirement wealth quickly while offering tax advantages.

Cheers if you already have the best retirement plan for your business. If not check out the tax benefits of a cash balance pension plan. As we enter tax season, you may wonder what else you can do to ...

For high earners racing to close a retirement gap, traditional 401(k) limits can feel like a ceiling on their future ...

Cash balance plans and 401(k)s are both employer-sponsored retirement options, but they work differently. A cash balance plan is a type of pension that promises a set payout at retirement based on a ...

Cash balance pension plans became popular in the late 1980s and early 1990s, especially with companies such as IBM, Xerox and AT&T, which at the time had large liabilities in their traditional defined ...

Cash balance plans are great if you want guaranteed growth without worrying about market dips. But a 401 (k) will give you more control and is simpler for most employees. Cash balance plans shine for ...

October Three argues these specific cash balance options can achieve lifetime income through regular payouts to retirees. Financial insecurity can hurt retirees’ lifestyles and health, but ...

Companies with fewer than 10 employees own more than half of all cash balance plans, a group of retirement plans outpacing 401(k)s in growth. FuturePlan by Ascensus, a national third-party ...