Source: October Three Consulting LLC. Past performance is no guarantee of future results. The value of in-plan cash balance plan annuitization: Note that the value of the cash balance annuity is 20–30 ...

Cash balance plans and 401(k)s are both employer-sponsored retirement options, but they work differently. A cash balance plan is a type of pension that promises a set payout at retirement based on a ...

Financial insecurity can hurt retirees’ lifestyles and health, but market-based cash balance plans might be able to protect future retirees’ security, according to October Three Consulting’s “2026 ...

One of the fastest growing sectors in the retirement plan market, cash balance plans are a game-changer for your high-income clients. Enterprising advisors are quickly discovering the power of cash ...