Browsing Tag
Cash Balance Plan
10 posts
The Road Less Traveled for Retirement Planning: Cash Balance Pensions
Todd Kading and Chad Rice make the case for often-overlooked cash balance plans as a valuable benefit
May 18, 2023
SageView Acquires Cash Balance Firm kPlans
Wise Rhino Group served as an advisor to kPlans. The terms of the transaction were not disclosed.
June 8, 2022
Why Cash Balance Plans are Sophisticated, Effective and Incredibly Frustrating
'It's going to be a hot topic for many years to come,' says Jake Rushton
November 15, 2021
Equitable Adds Managed Accounts, Cash Balance Solution to SMB Retirement Plans
With a goal of further tailoring investment portfolios and plan design for small- to medium-sized businesses, New York-based…
July 1, 2021
Cash Balance Retirement Plans Continue Their Climb
They’re taking off. Cash balance plan-provider Kravitz finds the number of new cash balance plans increased by 15…
August 23, 2018
Why Cash Balance Plans Make Sense for 401k Participants (and Advisors)
Steve Sansone is on a mission, and it involves cash balance plans. As the national sales consultant for…
October 24, 2017
Cash Balance Plans Surge While 401k Growth ‘Flat’
They were popular, then not, then popular again, and it’s reflected in the numbers. The number of new…
August 16, 2017
Why It’s Time to Look at Cash Balance Retirement Plans
Mega-recordkeeper and retirement plan provider Ascensus announced Tuesday that it has acquired Kravitz as part of a broader…
June 7, 2017
Why cash balance Plans Make Sense in 401ks: 2017 NAPA 401k Summit
Steve Sansone with Kravitz makes the case for cash balance plans, and why they’re particularly relevant now.
April 5, 2017
What’s a ‘Hybrid’ 401(k) and Why Is It So Popular?
Cash balance plans, those quirky—and increasingly popular—defined benefit/401(k) hybrids, saw a 19 percent annual increase and a rise…
July 7, 2016