by Alexandra Walker | Sep 20, 2023 | Uncategorized
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...
by Alexandra Walker | Aug 8, 2023 | Uncategorized
As a business owner, deciding whether to add a Cash Balance Plan alongside your existing 401(k) requires careful consideration of various factors. Here are some key points to help you make an informed decision: Retirement Goals: Consider your personal retirement goals...
by Alexandra Walker | Jul 7, 2023 | Uncategorized
Have you ever wondered how you could supercharge your retirement savings? Are you a business owner looking for a way to accelerate your retirement savings and attract and retain top talent in today’s competitive job market? Actuaries Unlimited, Inc. is a Third...
by Alexandra Walker | Jun 8, 2023 | Uncategorized
Determining whether a Cash Balance Plan is suitable for your Company means considering many factors. Your business goals, financial circumstances, and employee demographics all play a role in this decision. However, there are several factors that you should ponder,...
by Alexandra Walker | May 5, 2023 | Uncategorized
All the usual signs are there: Birds serenade us during walks to our favorite weekend lunch spot. Flowers fill the senses with fragrance and color.Bike riders cruise past the window throughout each day.Lawn mowers are humming in the distance…and BASEBALL!!!...
by Alexandra Walker | Apr 6, 2023 | Uncategorized
What is a Cash Balance Plan? A type of defined benefit plan that looks like a defined contribution plan, such as a 401(k). Instead of a statement showing their promised benefit in the form of a monthly annuity beginning at a future date, like in a traditional defined...
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