Latest news and updates from Cash Balance Actuaries.
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.
Read More »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
Read More »March 10, 2017
Read More »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.
Read More »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.
Read More »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.
Read More »February 16, 2012
Read More »January 3, 2012
Read More »December 11, 2011
Read More »June 11, 2011
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