Cheers if you already have the best retirement plan for your business. If not check out the tax benefits of a cash balance pension plan. As we enter tax season, you may wonder what else you can do to ...

Cash balance plans and 401(k)s are both employer-sponsored retirement options, but they work differently. A cash balance plan is a type of pension that promises a set payout at retirement based on a ...

The retirement reform legislation requires interest credits to be “reasonable” and no higher than 6%. The SECURE 2.0 Act, signed into law by President Joe Biden on December 30, 2022, contains a ...

Because cash plays such a vital role in the ongoing financial health of small businesses, some companies take specific actions to ensure they have access to cash when needed. To do this, these ...

October Three analyzes five different interest crediting rates used by cash balance plans and how they affect funding and participant benefits. Of the 1,069 single-employer plans with cash balance ...

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 ...