Featured Jobs
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Retirement Plan Administration Consultant Blue Ridge Associates
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Cash Balance/ Defined Benefit Plan Administrator Steidle Pension Solutions, LLC
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Nova 401(k) Associates
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July Business Services
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Strongpoint Partners
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Compass
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DC Retirement Plan Administrator Michigan Pension & Actuarial Services, LLC
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Retirement Plan Consultants
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Combo Retirement Plan Administrator Strongpoint Partners
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ESOP Administration Consultant Blue Ridge Associates
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Anchor 3(16) Fiduciary Solutions
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Relationship Manager for Defined Benefit/Cash Balance Plans Daybright Financial
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Managing Director - Operations, Benefits Daybright Financial
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EPIC RPS
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Mergers & Acquisition Specialist Compass
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MVP Plan Administrators, Inc.
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BPAS
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Cash Balance Plans 101Broadridge |
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May 14, 2025 On-Demand Webinar |
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Cash balance retirement plans have been around since the 1980s but didn’t gain traction until 2006, when some regulatory questions surrounding them were resolved. They are generally understood to be extremely advantageous to a very specific portion of investors, but their relative structural complexity (compared to 401(k)s and IRAs), regulatory concerns, tax implications and the challenge of educating less sophisticated clients leave many advisors feeling intimidated by them. And unfortunately, those who understand cash balance plans the best often approach them from an advanced or overly technical viewpoint which tends to create still more confusion. As a result, many who would be perfect candidates for cash balance plans are never given the opportunity to consider them as an option. |