News

We Are Hiring

September 25, 2023

Cash Balance Actuaries is currently seeking great candidates for the position of cash balance plan actuarial associate.
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Charlie Visits TSC

March 23, 2023

TSC 401K's president Matthew Slyter said " It was great to hear from Charlie Steingas of Cash Balance Actuaries about the benefits of pairing a cash balance plan with a 401(k)! Thanks to those advisors and business partners who were...
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April 23-25 - Charlie & Will to Present at 2023 NAFE Conference in Nashville, TN

February 28, 2023

Join Cash Balance Actuaries employees at the 2023 NAFE Conference, where you will expand your knowledge of retirement plans through relevant and valuable education to keep you up-to-date on the industry. Both Charlie Steingas and Will Kersey are...
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Cash Balance Actuaries Adds Expertise Related to Rapidly Rising Interest Rates

October 1, 2022

Owner Charlie Steingas adds his expertise to a webinar titled How Rapidly Rising Interest Rates Can Impact Your Retirement Plan
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We Are Hiring

March 8, 2022

Cash Balance Actuaries is currently seeking great candidates for the position of cash balance plan actuarial associate.
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We’ve Added Five New People Within the Last Six Months

February 14, 2022

As we continue our mission to provide well-structured retirement plans to all profitable businesses around the country and to be the first choice of employment for the best and brightest actuaries and consultants, Cash Balance Actuaries is happy to report that we’ve hired five great new people within the last six months.
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We're Looking to Hiring An Experienced Enrolled Actuary

September 1, 2021

Cash Balance Actuaries is currently considering candidates for an opening to be filled between now and the end of the year. This is a great opportunity for the right actuary. The company culture is friendly, relaxed, and resists...
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Form 5500 Filing Requirements Update

August 9, 2021

The IRS shared details about the Form 5500 Filing Requirements for plans that are retroactively adopted after the end of the plan year in their Employee Plans Newsletter published on August 6th, 2021. Additionally, they discussed some common errors that have been causing delays in processing requests for actuarial private letter rulings and some changes to the Employee Plans Compliance Resolution System.
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CBA Published in ASPPA Plan Consultant Publication

April 1, 2021

Cash Balance Actuaries owner Charlie Steingas was asked to write an article for the Spring 2021 ASPPA issue of Plan Consultant Publication to discuss how defined benefit plans have reacted to COVID-19. The publication titled it the 2020 DB Roller Coaster
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Why Your Small Business Should Consider Implementing A Retirement Plan Program

March 10, 2017

Why Your Small Business Should Consider Implementing A Retirement Plan Program Posted by Corey F. Schechter | Mar 10, 2017 Contributing Author: Dianne Schechter Far fewer of today's younger workers...
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