What Is a Cash Balance Plan? A cash balance plan resembles a defined-benefit pension plan where an employee is guaranteed a certain sum of money upon retirement. This sum is a combination of employer ...

Under a recommendation approved by FASB, benefits will be valued by setting the discount rate equal to the assumed interest crediting rate. “Well-managed, daily valued” market-based cash balance ...

Kristina Byas is contributor at Investopedia. As a personal finance expert, she has lent her insights and knowledge to numerous financial publications. Her articles have helped readers navigate the ...

This transcript was prepared by a transcription service. This version may not be in its final form and may be updated. Ariana Aspuru: Here's Your Money Briefing for Tuesday, March 11th. I'm Ariana ...

This transcript was prepared by a transcription service. This version may not be in its final form and may be updated. Ariana Aspuru: Here's Your Money Briefing for Tuesday, March 11th. I'm Ariana ...

Cash balance plans continue to gain acceptance. Per the 2016 National Cash Balance Research Report from Los Angeles-headquartered retirement consultants Kravitz Inc., these plans now account for 29 ...

A growing number of doctors, attorneys, and small business owners are discovering that a lesser-known retirement strategy could help them save hundreds of thousands in taxes — and build a much larger ...

The Treasury Department's view, announced last week, that "cash balance" pensions do not violate federal age discrimination laws may open the floodgates to these hybrid plans. Employer groups ...

The decision comes 10 months after a federal judge ruled the company's cash-balance pension plan discriminated against older workers because it cut their expected pensions significantly. The company ...