Cash Balance Plan Basics

ASPPA [American Society of Pension Professionals & Actuaries]

Speaker: Justin Bonestroo, MSEA, EA, CPC, CPFA, MSEA, EA, CPC, CPFA, CBIZ

Description: This webcast will discuss the basics of cash balance pension plans and will focus on understanding the underlying operation of a cash balance plan, differences between cash balance plans, traditional defined benefit plans, and defined contribution plans. It will also discuss the advantages of cash balance plans and how to determine good candidates.

Learning Objectives:

• Basic overview of cash balance plan contributions and earnings credits
• Differences between CB, DB, and DC plans
• Identifying good candidates for cash balance plans

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