Cash balance plans have plenty of benefits for small-business owners. For starters, they can supercharge retirement savings ...

Tax planning is a great way to help increase your take-home pay as a small business owner. Setting up a Cash Balance Plan could save a business owner $100,000 or more in yearly taxes. These tax ...

Financial insecurity can hurt retirees’ lifestyles and health, but market-based cash balance plans might be able to protect future retirees’ security, according to October Three Consulting’s “2026 ...

An analysis from October Three also finds certain industries are more drawn to the plan design that is viewed as less risky than traditional DB plans. There were 10,609 cash balance plans covering ...

Large deductions and accelerated savings. This may sound like a pipe dream, but for business owners, a cash balance plan has the potential to provide both. A cash balance plan is a type of defined ...

A cash balance plan is a defined benefit plan that calculates benefits and contributions in a manner similar to the way that defined contribution plans make those calculations. The similarity ends in ...

Cash balance plans have exploded in popularity and now hold more than $1 trillion of wealth. The plans are complicated. They have some features in common with 401(k)s, even though they are technically ...

In today's ever-changing world of retirement planning, cash balance pension plans have become a popular choice for business owners and high-earning professionals. These plans are a fantastic way to ...

If you’re seeking a new niche to expand your plan consulting business, the growing market for cash balance plans (CBP) is worth considering. According to the 2016 National Cash Balance Research Report ...

Cash balance plans continue to gain acceptance. Per the 2016 National Cash Balance Research Report from Los Angeles-headquartered retirement consultants Kravitz Inc., these plans now account for 29 ...

This transcript was prepared by a transcription service. This version may not be in its final form and may be updated. Ariana Aspuru: Here's Your Money Briefing for Tuesday, March 11th. I'm Ariana ...

Kristina Byas is contributor at Investopedia. As a personal finance expert, she has lent her insights and knowledge to numerous financial publications. Her articles have helped readers navigate the ...