Defined Benefit Combo Cash Balance Compliance Consultant Loren D. Stark Company (LDSCO)
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Regional Vice President of Sales The Retirement Plan Company
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Compass
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Bates & Company, Inc.
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AimPoint Pension
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Loan & Distribution Specialist AimPoint Pension
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Report: Transition Provisions in Large Converted Cash Balance Pension Plans (PDF)
AARP Oct. 19, 2005
29 pages. Excerpt: This report by Daniel J. Beller investigates the effects on older workers of conversions of traditional DB plans to cash balance plans. This study, which was funded under a contract from AARP,used the Annual Form 5500 reports filed with the Department of Labor for 2003 plan years to determine the extent to which large DB plans that have converted to cash balance plans also included transition amendments.
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