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Pollard & Associates
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Retirement Planners and Administrators (RPA)
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Defined Contribution Account Manager Nova 401(k) Associates
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Senior Specialist 401k Recordkeeping T Bank N.A.
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Greenline Wealth Management
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Great Lakes Pension Associates, Inc.
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TPA Retirement Plan Consultant EPIC RPS (TPA/DPS)
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Advantages to a Market Return Cash Balance Plan Design
October Three Consulting 
Sept. 24, 2018
"[V]irtually every new Cash Balance Plan is incorporating the Market Return design right from the start. Reasons ... include: [1] Contribution stability ... [2] Reduced exposure to unfunded benefits ... [3] Increased stability as plan matures ... [4] Investment policy not driven by desire to 'hit the bogie' ... [5] Ability for participants to capture 'upside' potential ... [6] Similarity to 401(k) plan experience."
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