Tags » Cash Balance

A SIMPLE Check-up

Short-term Decisions, Long-term Outcomes

A SIMPLE IRA is inexpensive, fast to establish and relatively easy maintain. For these reasons, it is often a go-to plan for small businesses. 1,130 more words


Solo(cb): A Cash Balance Plan for the Self-employed

In the last decade, cash balance plans have experienced increased popularity among small to mid-size professional corporations and closely-held businesses. Their growth significantly outpaced the number of new 401(k) plans in the last five years, and they now account for 25% of all defined benefit plans in the nation. 984 more words


RBI starts 2015 with cash reserve requirement on positive note

Newsroom24x7 Desk

Mumbai, Jan. 9: As against the average daily cash reserve requirement of Rs. 337, 307 crore for the fortnight ending today that is January 9, the cash balance with Reserve Bank of India on January 3 was Rs. 121 more words


Promises, Promises! - Owner-Only Cash Balance

Promises, Promises!

Traditional DB Plans promise Accrued Benefits. Cash Balance Plans promise lump-sum amounts. Which promise is easily understood by both owners and employees?

There is no Non-discrimination testing for owner only plans. 352 more words


Is Inflation Disappearing?

Shouldn’t it be rising with all this bond buying?

Consumer inflation just hit a 50-year low. So indicates the Federal Reserve’s preferred inflation gauge – the Personal Consumption Expenditures (PCE) price index maintained by the Bureau of Economic Analysis.1… 937 more words


The Biggest Retirement Misconceptions

While the idea of retirement has changed, certain financial assumptions haven’t.

 We’ve all heard about the “new retirement”, the mix of work and play that many of us assume we will have in our lives one day. 986 more words

Benefit Commencement Date

Weekly Economic Update

Weekly Economic Update


Last month saw solid expansion in U.S. service industries, according to the July non-manufacturing PMI from the Institute for Supply Management. 1,250 more words

Benefit Commencement Date