Media

Article featuring Laurence Balter- Cash Balance Emerges as a Viable Solution for Many Business Owners

PlanSponsor Magazine: September 2007

Roundtable Discussion

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Coca-Cola adopt Cash Balance Plan: February 2009
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New law provides relief for Retirement Plans: February 2009
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Boeing's Breakthrough- Pension Envy
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Best of Both Worlds: Once the province of large plans, "hybrid" cash balance now makes sense for micro plans
PlanAdviser Magazine: September/October 2008 Read More

USA Today article on Cash Balance Plans
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New Accelerated Funding Guidelines for Defined Benefit/Cash Balance Plan Purposes

August 2008

Reduce Taxes, Increase Savings With A Cash Balance Plan

Current Accounts: July/August 2008

By Tony Brizzolara and Dan Kravitz

Summary of National Cash Balance Research

May 13, 2008

FedEx adopts Cash Balance Plan
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AFL-CIO accepts Cash Balance Plan
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Cash Balance Plans Become the New 401(k) for Law Firms

Journal of Taxation of Investments: April 2008

By Daniel Kravitz

Cash Balance Plans Expand the Retirement Field

Employee Benefit News: January 2008

By Chris Silva

The New 401(k)

California CPA magazine: November 2007

By Dan Kravitz

Cash-Balance Retirement Plans: They're Back!

SHRM Online's Compensation & Benefits Focus Area: October 2007

By Carolyn Hirschman

Adding on Cash Balance Plans

Law Firm Inc.: September 2007

By Dan Kravitz

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Cash Balance Emerges as a Viable Solution for Many Business Owners

PlanSponsor Magazine: September 2007

Roundtable Discussion

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Cash Balance Plans Offer Great Tax Savings

San Fernando Valley Business Journal: April 2007

By Dan Kravitz

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Cash-Balance Plans Are Law Firms' Next 401(k)s

Los Angeles Daily Journal: March 2007

By Dan Kravitz
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Are Your Partners Reaching Their Limit on 401(k) Contributions?

GLA ALA Leadership Exchange: April 2007

By Dan Kravitz
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What Should Law Firms Do When the

401(k) Plan is Not Enough?

New York | New York: July/August 2007

By Dan Kravitz

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New Options for Medical Group Retirement Plans, 2007 Read

Retirement Plans for the Small Business Owner Read

Highlights
• Exponential growth nationwide: In 2001 there were only 1,337 Cash Balance
Plans nationwide, and by 2007 there were 4,797. Over a 6-year period, there were
3,460 new plans created, representing a 359% increase.
• Small and mid-size businesses drive Cash Balance growth: 80% of Cash
Balance Plans are in place at firms with less than 100 employees. The majority of Cash
Balance Plans (63%) have fewer than 36 participants.
• Plan combinations are a key strategy: 79% of Cash Balance Plans are combined with
a Profit Sharing or 401(k) plan, and more than half of those plans use New Comparability.
• Medical groups adopt Cash Balance Plans at higher rates: Medical and dental
groups account for 34% of Cash Balance Plans, followed closely by other professional, scientific
and technical companies at 12%. Legal and financial service firms account for 8% each.
• Regional concentration: California and New York account for 26% of all Cash
Balance Plans, with Ohio, New Jersey and Illinois close behind.
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