Browsing Tag
Cash Balance Plan
11 posts
A Smart Retirement Strategy for Business Owners Using Cash Balance Plans
How is a cash balance retirement plan like a Kardashian? Everybody’s talking about them, and nobody seems to…
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
SageView Acquires Cash Balance Firm kPlans
Wise Rhino Group served as an advisor to kPlans. The terms of the transaction were not disclosed.
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
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…
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…
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…
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…
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…
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.