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Small businesses can realize substantial benefits by offering customizable pension plans to employees. Learn more about the advantages.

Financial markets are volatile. Learn the effects on your cash balance plans and what strategies could help keep your plan healthy.

Not all ICRs are created equal! Learn how to choose the right interest crediting rate strategy for your cash balance plan.

Want to move beyond the basics to discover exactly how to make the most of your cash balance plan? It’s all here.

What if your company’s pension plan didn’t just fulfill its obligations, but surpassed them? Learn the benefits of overfunded pension plans.

A cash balance plan could simplify your tax deductions and boost your savings. Learn more about this powerful financial tool here.

When employees participating in a cash balance plan retire, how they are paid out through the plan differs in key ways from traditional pensions or defined contribution plans like a 401(k). Learn how these plans pay out retirement...

Cash balance plans are growing in popularity, especially among small businesses with high earners, like medical offices or legal firms. Two of the things that make cash balance plans so appealing are their high contribution limits and...

“The best investment you can make is an investment in yourself” is a common saying and entrepreneurs seem to really take it to heart. They see more growth potential in their own businesses than in the stock market or other...

Sponsoring a workplace retirement plan is hard. No one argues the fact that complying with ERISA law in order to help workers save for retirement is difficult. Because it is challenging, plan sponsors are prone to make mistakes. It...

If you ask most small business owners, they know the benefits of offering a retirement plan. It’s not a lack of interest that keeps them from sponsoring one for their employees. Usually it’s an understanding of the...

You became a financial advisor because you want to help people. Luckily, your business owner clients have a lot of things that they need help with. One of their biggest issues is usually their company-sponsored retirement plan. There...

Most business owners want to take care of their employees and do what is right for them. They know that sponsoring a retirement plan can help their employees and also help the business by retaining top talent. Unfortunately, there are...

With the effects of the COVID-19 limitation measures wreaking havoc on the economy, many are talking of recession in the coming months. The news that the U.S. economy contracted for the first time in six years in the first quarter of...