Browsing Tag
Cash Balance Plan
12 posts
Kodak Terminates Overfunded Pension Plan to Pay Down Debt; Replaces It with Cash Balance Plan
Move a key to keeping the pioneering photographic and imaging company in business
August 19, 2025
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…
March 24, 2025
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 401(k) Growth ‘Flat’
Cash balance plan growth outpaces 401(k)s with strong adoption by small businesses, offering tax and retirement savings benefits.
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