News
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Footnote Publishes Our Content
October 10, 2014Minnesota 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.Read More » -
Cash Balance Plans Could Overtake 401(k)s
April 19, 2013This 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.Read More » -
Congressman Erik Paulsen speaks at the Hearing on Tax Reform and Tax Favored Retirement Plans
April 17, 2012Government 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.Read More » -
What's the Tax Advantage of 401(K)s?
February 16, 2012This 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...Read More » -
How To Determine If a Cash Balance Pension Plan Is Right for Your Company
January 3, 2012Check out this article about from SmartBusiness about making the decision to pursue a cash balance pension plan.Read More » -
Cash Balance Plan A Third Way To Save
December 11, 2011Check out this article by David Roeder from the Sun Times where he discusses retirement savings and specifically cash balance plans in his recent report.Read More » -
More Small Businesses Add Cash Balance Pensions
June 11, 2011Check out this article about the increasing popularity of cash balance plans among small business owners.Read More » -
Why Your Company Isn't Too Small for a 401(k) Plan
March 2, 2011Check out this article from Forbes about why your business is not too small to have a retirement plan.Read More » -
The Best-Kept Tax Secret For Small Businesses
April 10, 2010Check out this article from CNN Money about the tax benefits of setting up a cash balance plan.Read More » -
Tax Rates Are Going Up - Learn About Setting Up DB Plans
March 5, 2010Check out this article about the increasing popularity of cash balance plans among small business owners.Read More »
Recent News
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We Are Hiring
Cash Balance Actuaries is currently seeking great candidates for the position of cash balance plan actuarial associate.
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April 23-25 - Charlie & Will to Present at 2023 NAFE Conference in Nashville, TN
Join Cash Balance Actuaries employees at the 2023 NAFE Conference, where you will expand your knowledge of retirement plans through relevant and valuable...
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