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2026 Cash Balance Plan Report (PDF)
October Three Consulting Link to more items from this source
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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