IRS Rules on Cash Balance Plans [Example + Hazards]
A cash balance plan is a type of retirement plan for which employers make annual contributions and deduct them from employee paychecks. These payments are … Read More
Cash Balance Plan Fee Schedule: How Much Does a Plan Cost?
A cash balance plan fee schedule can be a tricky factor to navigate. There are many options, and a few things you should look for … Read More
Deadline to Set Up and Fund a Cash Balance Plan: Don’t Miss This Date
Setting up a cash balance plan is a simple process. You’ll need to create a legal document that will govern how the money is allocated … Read More
Cash Balance Plan Maximum Benefit: The #1 Strategy
When it comes to determining your cash balance plan maximum benefit, the amount of money you contribute should be based on your account balance. For … Read More
Distribution Options For Cash Balance Plans
Among the benefits of cash balance plans is the ability to take a lump sum payment or receive monthly payouts. A lump sum payment is … Read More