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Ret plans - cash balance, hybrid


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2017 National Cash Balance Research Report (PDF)
[Guidance Overview] IRS Guidance on Cash Balance Benefit Formulas: Avoiding Employer Discretion
[Official Guidance] Text of IRS Memo for EP Employees: Definitely Determinable Cash Balance Plan Benefit Formulas (PDF)
Retirement Assets Total $24.5 Trillion in Second Quarter 2016
Inside the Cash Balance Plan Black Box
2016 Report on the Use of Cash Balance Plans (PDF)
The Cash Balance Moment
[Guidance Overview] IRS Provides Helpful Guidance for Cash Balance Plans and 401(k) Plan Testing (PDF)
[Official Guidance] Text of Chief Counsel Advice 201617006: Eligibility of Certain Cash Balance Plans for the Section 411(b)(1)(H) Safe Harbor Rules Regarding Lump Sum-Based Benefit Formulas and Indexed Benefits (PDF)
[Guidance Overview] Hybrid Plans Should Be Reviewed for Compliance With Final Rules
[Opinion] The Truth About Cash Balance Pension Plans for Public Employees
Are You Ready for a Cash Balance Plan? (PDF)
My Cash Balance Plan Had a Return in 2015 Less Than the Interest Crediting Rate. Now What?
[Opinion] The Fallacy of the Participant Outcomes Mantra
Text of Reply Brief of Petitioner PricewaterhouseCoopers Urging Supreme Court Review of Cash Balance Plan's 'Normal Retirement Age' Based Solely on Years of Service (PDF)
Text of Amicus Brief Urging Supreme Court Review of Cash Balance Plan's 'Normal Retirement Age' Based Solely on Years of Service
Class Action Lawsuit Prevails in Cash Balance Conversion
Cash Balance Plans Overview
Market-Return Cash Balance Plan Might Be the Right Design to Improve Sponsor and Participant Outcomes (PDF)
Hybrid Plan Rules Leave Those Using Whipsaw in Tight Spot
[Guidance Overview] IRS Publishes Final Hybrid Plan Regs
[Guidance Overview] IRS Issues Final Regs Providing Anti-Cutback Relief and Guidance for Hybrid Retirement Plans
[Official Guidance] Text of IRS Final Regs: Transitional Amendments to Satisfy the Market Rate of Return Rules for Hybrid Retirement Plans
Comparison of Colorado's Hybrid DB Plan to Alternative Plan Designs (PDF)
Retirement Plan Communications Failed to Adequately Disclose Implications of Wear-Away Period to Retirement Plan Participants
Participants Get Larger Benefits Due to Disclosure Defects in Cash Balance Conversion
Text of District Court Opinion: Effect of DB Wear-Away Provision Was Not Adequately Disclosed; Cash Balance Plan Must Be Reformed to Provide Increased Benefits (PDF)
NASRA Issue Brief: State Hybrid Retirement Plans (PDF)
Cash Balance Plans 2015 Update
Text of Second Circuit Opinion: Cash Balance Plan Definition of 'Normal Retirement Age' at Five Years of Service Violates ERISA (PDF)
Designing a Retirement Program for Professional Firms: The Fundamentals (PDF)
Cash Balance Contributions as a Business Expense: How to Allocate Costs Among Multiple Owners (PDF)
Risk Management Solutions for Cash Balance Plans
Amara Again: Second Circuit Upholds Judicial 'Reformation' of Pension Plan (PDF)
IRS Hybrid Plan Transition Rules Criticized
Hybrid Plan Transition Rules Would Not Mandate That Prior Plan Designs Be Treated as Improper
[Opinion] American Academy of Actuaries Comment Letter to IRS on Proposed Hybrid Retirement Plan Regs (PDF)
[Opinion] ERIC Comment Letter to IRS on Transitional Amendments for Hybrid Retirement Plans (PDF)
[Guidance Overview] IRS Final and Proposed Regulations Address Cash Balance Plans
[Guidance Overview] Long-Awaited Cash Balance Plan Guidance Presents Compliance Challenges and Opportunities (PDF)
[Guidance Overview] IRS Issues Final and Proposed Rules for Hybrid Pension Plans (PDF)
Cash Balance Plans Are Redefining Retirement Benefits
[Guidance Overview] Recent Guidance on Hybrid Plans Gives Sponsors Interest Rate Options (PDF)
[Guidance Overview] IRS Releases Highly Anticipated Cash Balance Plan Regs
[Guidance Overview] IRS Issues Final and Proposed Hybrid Plan Regs
[Guidance Overview] IRS Issues Final and Proposed Regs on Hybrid Pension Plans
[Guidance Overview] Final and Proposed Regulations on Hybrid Pension Plans
[Guidance Overview] IRS Issues Final Rules For Cash Balance and Pension Equity Plans
[Guidance Overview] Hybrid Plan Regulations Relax Market Rate of Return (PDF)
[Guidance Overview] IRS Final Regs Address Market Rates of Return for Hybrid Plans
Hybrid Plan Rules Now Offer Certainty, Open Up Options for Employers
Final Cash Balance Regs Expand Rate Options
[Guidance Overview] IRS Issues Regs on Hybrid Defined Benefit Plan Rules
[Guidance Overview] New IRS Regs Address Cash Balance Plan Requirements
[Official Guidance] Text of IRS Proposed Regs: Removal of Allocation Rule for Disbursements from Designated Roth Accounts to Multiple Destinations
[Official Guidance] Text of IRS Proposed Regs and Request for Comments: Transitional Amendments to Satisfy the Market Rate of Return Rules for Hybrid Retirement Plan
Notes from Actuaries' 'Intersector Group' Meeting with Treasury and IRS, March 12, 2014 (PDF)
Market Based Cash Balance Plans and the Capital Preservation Rule
[Guidance Overview] There's No Failing in Cross-Tested Plans

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