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Cash Balance Plans have gained popularity as a powerful retirement savings tool, blending features of traditional pensions and 401(k) plans. However, despite their merits, there are several misconceptions surrounding these plans that might hinder potential adopters from reaping the full benefits....

There are several important tasks for each employer who sponsors a 401(k) plan to consider during the fall season including: Review Plan Documents: Carefully review your plan documents, including the plan's summary plan description (SPD), to ensure they accurately reflect the current plan...

There are two types of Defined Benefit plans, Traditional Pension plans, and increasingly popular Cash Balance Pension plans. Traditional Pension plans have long been regarded as a pillar of financial security in retirement. However, the complexity of these plans necessitates a guiding hand, a...

Cash Balance Plans have gained popularity as a powerful retirement savings tool, blending features...

There are several important tasks for each employer who sponsors a 401(k) plan to consider during...

There are two types of Defined Benefit plans, Traditional Pension plans, and increasingly popular...