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2026 Cash Balance Plan Report (PDF)
October Three Consulting 
Mar. 25, 2026 11 pages. "Cash Balance plans currently outnumber traditional DB plans by nearly 2 to 1. Between 2015 and 2024, the number of Cash Balance plans increased by nearly 70%, while the number of traditional DB plans decreased by more than 50%.... The healthcare sector leads businesses in the number of Cash Balance plans ... Out of all new Cash Balance plans implemented with over 100 participants since 2018, the market-based interest crediting rate is the most common plan design structure." MORE >> |
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