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Speeches & Articles – Private Plans

Employee Incentive Programs to Boost Morale on a Budget, American Express Open Forum, December 2017

 

Cash Balance & Hybrid Plans – Final & Proposed Regulations, Minneapolis Pension Council, October 2014

 

Is Profit Sharing Right for Your Small Business?, QuickBooks Small Business Center, March 2014

 

Market-Based Cash Balance Plans, Minneapolis Pension Council, December 2013

 

Cross-Tested Plans – How-to & Examples, ISCEBS Symposium, Boston, September 2013

 

The Rise and Fall of Employer-Sponsored Pension Plans, Workforce Management, February 2012

 

Resolved: Create a Profit Sharing Plan, Crain’s Chicago Business, January 2012 (free subscription required)

 

Three Options Can Help Owners Retire One Day, Upsize Magazine, August-September 2011

 

Pension Cash-Outs Are Coming, Financial Advisor Magazine, July 2011

 

More Small Businesses Add Cash-Balance Pensions, Wall Street Journal, June 2010 (subscription required)

 

“The New Pension Funding Regulations: They’re Not All They Appear to Be”, International Foundation of Employee Benefit Plans, webcast November 2009

 

Professional Firm Cash Balance Plans, Van Iwaarden Associates, September 2009 

 

Plan Gets Stamp of Approval, Financial Advisor Magazine, May 2007

 

Broad Legal Definition Enables Professionals to Boost Pensions, Star Tribune, September 2005

 

New Allure For Defined Benefit Plans, Financial Advisor Magazine, August 2003

 

FAQs About Cash Balance Pension Plans, US Dept of Labor

 

Cash Balance: Friend or Fraud?, Employee Benefits Planner, Second Quarter 1999

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