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The Caldwell Trust Company Blog

Your Frequently Asked Questions About Cash Balance Plans Answered

Posted by Tony Blasini, CPC, QPA

Cash balance plans are growing in popularity, with more business owners giving some consideration to offering them as a retirement plan option. According to the 2018 National Cash Balance Research Report, the number of new cash balance plans has increased 15%, while new 401(k) plans have only increased 1%. In fact, cash balance plans now make up 37% of all defined benefit plans, compared with just 2.9% in 2001.

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Topics: Investments

What is a Cash Balance Retirement Plan?

Posted by Tony Blasini, CPC, QPA

The right retirement plan is an essential part of your business. For some businesses, a cash balance plan makes the most sense. This hybrid pension plan combines features of a defined contribution and a defined benefit plan to provide employees a guaranteed income upon retirement.

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Topics: Retirement Plan Services

Executive January Summary

Posted by Chris McGee, CFA CAIA

Global markets rebounded in January recouping some of the losses suffered in Q4 of 2018. All major global and regional markets were positive. Domestically the S&P 500, NASDAQ, and Dow all advanced in the high single digits. The perception of incremental progress on a trade deal with China and a more accommodative Federal Reserve helped boost share prices. Q4 earnings commenced and thus far have largely met downwardly revised revenue and earnings estimates.

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Topics: Investments

 


 

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