Under a recommendation approved by FASB, benefits will be valued by setting the discount rate equal to the assumed interest crediting rate.

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 lifestyle. Cash balance plans quietly sidestep that ceiling, letting business ...

The Financial Accounting Standards Board has voted to add a project to its technical agenda on market-return cash balance ...

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 ...

If you’re looking for a flexible way to earn more interest on your savings, Fidelity Investment’s Cash Management Account ...

Cash balance plans are designed for high-income professionals and business owners who want to reduce their taxable income. Depending on age and income, it's common to contribute $100,000 to $300,000 a ...

Cash balance plans have exploded in popularity and now hold more than $1 trillion of wealth. The plans are complicated. They ...

Source: October Three Consulting LLC. Past performance is no guarantee of future results. The value of in-plan cash balance plan annuitization: Note that the value of the cash balance annuity is 20–30 ...