KRAVITZ CASH BALANCE DESIGN ARTICLES

 

02/21/2016

Cash balance pension plans getting traction with smaller employers

12/15/2015

2015 National CASH BALANCE Research Report

12/10/2015

New DB Plan Growth Offers Managers Hope in Fading Sector

11/12/2015

Bipartisan Budget Act Includes Increased PBGC Premiums for Cash Balance and Defined Plans

11/12/2015

Bipartisan Budget Act Includes Increased PBGC Premiums for Cash Balance and Defined Benefit Plans

08/20/2015

Cash Balance Retirement Plan Market Soars 32% While 401(k) Growth Slows

09/22/2014

Guidance, Flexibility Offered in Cash Balance – Pensions & Investments

09/19/2014

IRS Finalizes Cash Balance Regulations, Allowing Broader Investment Options

09/19/2014

IRS Finalizes Cash Balance Regulations, Allowing Broader Investment Options

07/5/2014

Cash Balance Plan Sponsors

07/2/2014

Q&A: Dan Kravitz on cash balance plans

07/1/2014

Cash balance plans on a tear

07/1/2014

Cash Balance Plans Gaining Popularity with Employers

02/5/2014

More Cash Balance Plan Sponsors Choosing Actual Rate of Return in the Wake of IRS Approvals and Pending Regulations

01/23/2014

Update: Impact of the U.S. Supreme Court DOMA Decision on Retirement Plan Sponsors

01/23/2014

Update: Update:Impact of the Impact of the Impact of the U.S. Supreme Court DOMA Decision on Retirement Plan Sponsors

10/21/2013

Cash Balance Plans offer Opportunities

10/20/2013

Cash balance pension plans catch eye of mid-market professional firms

09/22/2013

How to Reduce the Pain of Recent Tax Hikes

09/22/2013

Tax Advantages of Cash Balance Retirement Plans

07/10/2013

Supreme Court Ruling on Same Sex Marriage

07/9/2013

U.S. Supreme Court Rulings on Same-Sex Marriage Impact Retirement Plan Sponsors

06/2/2013

The Allure of a DB Plan

05/3/2013

Could this plan replace the 401(k)?

04/26/2013

Solve the Retirement Dilemma with a Cash Balance Plan

01/10/2013

Electronic Filing Now Available For Electronic Filing Now Available ForForm 8955 Form 8955 Form 8955-SSA

01/10/2013

Deal Expands In Fiscal Cliff Deal Expands In-Plan Roth Conversion Plan Roth Conversion Plan Roth Conversions

01/10/2013

Electronic Filing Now Available for Form 8955-SSA

01/9/2013

Fiscal Cliff Deal Expands In-Plan Roth Conversion

01/2/2013

2012 National Cash Balance Research Report

09/12/2012

New Law: Good News for Cash Balance and Defined Benefit Plans Accompanies Increases in PBGC Premiums

09/2/2012

Mid-market firms return to cash-balance pension plans

08/10/2012

New Law: Good News for Cash Balance and Defined Benefit Plans Accompanies Increases in PBGC Premiums

06/10/2012

Department of Labor Fee Disclosure Requirements Department of Labor Fee Disclosure Requirements

06/10/2012

Department of Labor Fee Disclosure Requirements

01/12/2012

A Flexible DB Plan?

01/2/2012

2011 National Cash Balance Research Report

12/10/2011

IRS Finalizes Form 8955- IRS Finalizes Form 8955-SSA

07/11/2011

Kravitz Introduces 24/7 Online Access to Cash Balance Accounts

03/22/2011

Issues for Cash Balance Plan Sponsors When Changing The Interest Crediting Rate

01/22/2011

2010 National Cash Balance Research Report

12/22/2010

Cash Balance Interest Crediting Rates

09/14/2010

Retirement for small-biz owners

09/10/2010

In-Plan Roth Conversion Now Available

09/10/2010

In-Plan Roth Conversion Plan Roth Conversion Plan Roth Conversions Now Available

07/30/2010

How to Start a Cash Balance Plan?

07/11/2010

More Small Businesses Add Cash-Balance Pensions

06/14/2010

Small Businesses Hunt For More Roth Assets

04/15/2010

Cash-balance pension plans are growing fast

02/11/2010

Proposed IRS Rules Expand Options for Cash Balance Plans

01/10/2010

How will form 5500 affect me?

01/10/2010

Electronic Form 5500 Filing Now Required

01/10/2010

Electronic Form 5500 Filing Now Required

10/10/2009

Roth Conversions – A Closer Look

07/10/2009

New Requirements Mandated by the Pension Protection Act for Cash Balance & Defined Benefit Plans

04/10/2009

Required Changes to Compensation for Retirement Plan Purposes

02/10/2009

New Law Provides Some Relief for Retirement Plans

08/10/2008

New Accelerated Funding Guidelines for Defined Benefit/Cash Balance Plans

06/10/2008

Required Changes to Compensation for Retirement Plan Purposes

08/10/2007

PBGC Online Premium Filing Procedures (MyPAA)

03/10/2007

Pension Protection Act Changes Participant Statement and Vesting Requirements

10/10/2006

A New Era in Retirement Plans The Pension Protection Act of 2006

10/10/2006

A New Era in Retirement Plans

08/14/2006

PPA Cap on Variable Premiums for Small Plans: Geometric Growth!

08/10/2006

Pension Plan of 2006 Required Plan Amendments

10/10/2005

New 401(k) Rules Become Effective in 2006

07/10/2005

New Law Provides Further Protection for Pension Assets in the event of Bankruptcy

05/10/2005

New in 2006: Roth 401(k) Plans

03/10/2005

Be Aware of March 28 Deadline for Change in Automatic Rollover Rules

01/10/2005

Automatic Rollovers Required Beginning March 28, 2005

10/10/2004

IRS Finalizes Rules on Deemed IRAs, But Drawbacks Remain

07/10/2004

Internal Revenue Service Issues Rulings on Section 412(i) Plans

06/10/2004

Opportunities and Issues for Defined Benefit Plans under the Pension Funding Equity Act of 2004

06/10/2004

Opportunities and Issues for Defined Benefit Plans under the Pension Funding Equity Act of 2004

05/10/2004

Department of Labor Requires Plan Auditor to Report Late 401(k) Deposits

04/10/2004

Mutual Fund Abuses Department of Labor Issues Guidance

08/10/2003

Section 412(i) Pension Plans An Old Plan or a New Gimmick?

02/10/2003

Don’t Be Late

11/10/2002

401(k) Contribution and Loan Payment Deposit Guidelines

09/10/2002

New Law Pertaining to Blackout Periods for Defined Contribution Plans

09/10/2002

New Law Pertaining to Blackout Periods for Defined Contribution Plans

02/10/2002

Kravitz Introducing Fixed Price Billing

06/10/2001

Exciting Pension Law Changes Will Benefit Many Businesses