Resources
Here are some articles and speeches about cash balance plans. For current developments, see the cash balance plan section of our retirement plan blog.
A Plan for Doctors and Professionals,
Women’s Financial Advisors LLC, 2010
More Small Businesses Add Cash-Balance Pensions,
Wall Street Journal, June 2010
Professional Firm Cash Balance Plans,
Van Iwaarden Associates, September 2009
Plan Gets Stamp of Approval,
Financial Advisor Magazine, May 2007
FAQ’s About Cash Balance Pension Plans,
US Dept of Labor
“The New Pension Funding Regulation: It’s Not All it Appears to Be”,
International Foundation of Employee Benefit Plans, webcast November 2009
Cash Balance: Friend or Fraud?
Employee Benefits Planner, Second Quarter 1999
Cash Balance Plans –> Cash Balance Plan Basics – Case Studies – FAQ’s – Resources – Our Expertise
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