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July Business Services
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Daybright Financial
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Defined Contribution Account Manager Nova 401(k) Associates
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Executive Assistant / Sales Support M2B Retirement Consulting LLC
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Retirement Plan Distribution Specialist ERISA Services Inc.
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Heller Pension Associates, Inc.
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Anchor 3(16) Fiduciary Solutions LLC
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Recordkeeping and TPA Relationship Manager Daybright Financial
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Relationship Manager for Defined Contributions Daybright Financial
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Free Publications
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Do Cash Balance Pension Plan Conversions Violate ERISA or ADEA? (PDF)
Professor Jon Forman, University of Oklahoma College of Law
Jan. 18, 2001
56 pages. Excerpt: This Article considers the various legal issues that are raised by cash balance conversions. In particular, this Article considers whether these conversions violate the Employee Retirement Income Security Act (ERISA) or the Age Discrimination in Employment Act (ADEA). The Article concludes that the typical cash balance conversion will not violate these laws.
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