News

  • We Are Hiring

    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

    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

    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

    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

    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

    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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  • Footnote Publishes Our Content

    Footnote Publishes Our Content

    October 10, 2014
    Minnesota Society of CPA's asked James Sampair Jr., a financial adviser at Morgan Stanley Wealth Management to help their members better understand cash balance plans. James worked with Cash Balance Founder Charlie Steingas to publish an article in this months version of Footnote, which is the society's monthly publication.
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  • Cash Balance Plans Could Overtake 401(k)s

    Cash Balance Plans Could Overtake 401(k)s

    April 19, 2013
    This article from PLANSPONSOR.com explains how Cash balance plans are growing in popularity and could overtake 401(k) retirement plans within the next few years.
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  • Congressman Erik Paulsen speaks at the Hearing on Tax Reform and Tax Favored...

    Congressman Erik Paulsen speaks at the Hearing on Tax Reform and Tax Favored Retirement Plans

    April 17, 2012
    Government regulations can play a large role in your finances especially as they relate to your retirement plan. This is just one of the topics that Cash Balance Actuaries stays on top of so you don't have to.
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  • What's the Tax Advantage of 401(K)s?

    What's the Tax Advantage of 401(K)s?

    February 16, 2012
    This article discusses how tax reform is high on the nation’s agenda and while Republicans and Democrats may disagree about the extent to which tax increases should be part of the deficit reduction effort, they generally agree that a...
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