Complementing a Defined Contribution Plan (e.g. 401k) with a Cash Balance Plan can bring added retirement planning ...

October Three, an industry-leading retirement strategy consulting, technology and administration firm, today released its 2026 Cash Balance Plan Report. The report contains an in-depth analysis of ...

October Three argues these specific cash balance options can achieve lifetime income through regular payouts to retirees. Financial insecurity can hurt retirees’ lifestyles and health, but ...

Cash balance plans have become increasingly popular in recent years. Findings from FuturePlan by Ascensus suggest these plans are the fastest-growing sector of the retirement plan market, with more ...

Participants successfully challenged Foot Locker’s determination of benefit accruals after the conversion of a traditional pension plan into a cash balance arrangement. The 2nd U.S. Circuit Court of ...

As farmers approach retirement, extra income taxes may be owed on the built-up grain holdings that they sell in their final year of farming without offsetting deductions. These deductions are incurred ...