Cash balance plans have plenty of benefits for small-business owners. For starters, they can supercharge retirement savings ...

What Is a Cash Balance Plan? A cash balance plan resembles a defined-benefit pension plan where an employee is guaranteed a certain sum of money upon retirement. This sum is a combination of employer ...

Financial insecurity can hurt retirees’ lifestyles and health, but market-based cash balance plans might be able to protect future retirees’ security, according to October Three Consulting’s “2026 ...

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 ...

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 ...

Cash Balance Plans: An Expert Guide to the High Earner's Secret Weapon for Retirement Cash balance plans offer business owners and high-income professionals a powerful way to significantly boost ...

FuturePlan's Cash Balance Center of Excellence serves as a leading expert in cash balance plan design and administration for over 35 years. "The extraordinary growth of cash balance plans over the ...