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Retirement Plans That Save Today and Build Tomorrow
Articles

Could this plan replace the 401(k)? More employers cut costs with ‘cash balance’ pensions
May 2013
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Solve the Retirement Dilemma with a Cash Balance Plan
April 2013
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Cash Balance Plans Getting Traction With Smaller Employers
February 2013
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Mid-market Firms Return to Cash Balance Plans
September 2012
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Good News for Cash Balance and Defined Benefit Plans Accompanies Increases
in PBGC Premiums

August 2012
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Cash Balance Plan Growth Outpacing Other Plan DesignsPla
July 2012
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National Cash Balance Research Report 2012
July 2012
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A Flexible DB Plan? PlanAdviser Magazine feature article on Cash Balance PlansPla
Jan-Feb 2012
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Kravitz Introduces 24/7 Online Access to Cash Balance Accounts
July 2011
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National Cash Balance Research Report 2011
May 2011
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Issues for Cash Balance Plan Sponsors When Changing the ICR
March 2011

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Cash Balance Interest Crediting Rates: New Options Create New Issues

December 2010

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Proposed IRS Rules Expand Options for Cash Balance Plans - SHRM Online Plans

November 2010

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New Rules Dramatically Expand Options for Cash Balance Plan Sponsors Plans

November 2010

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Retirement for Small Business Owners - Bankrate.comPlans

September 2010

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How to Start a Cash Balance Pension Plan - Inc Magazine Plans

July 2010

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More Small Businesses Add Cash Balance Pensions - Wall Street Journal Plans

June 2010

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Cash Balance Pension Plans Are Growing Fast - MarketWatchPlans

April 2010

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National Cash Balance Research Report 2010
March 2010

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Cash Balance Plans Appeal to
Small
Firms - Wall Street Journal Plans

July 2009

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New Requirements Mandated by the Pension Protection Act for Cash Balance and Defined Benefit PlansPlans

July 2009

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New Law Provides Some Relief for Retirement Plans Plans

February 2009

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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

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New Accelerated Funding Guidelines for Defined Benefit/Cash Balance Plan Purposes

August 2008

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Reduce Taxes, Increase Savings With A Cash Balance Plan

Current Accounts: July/August 2008

By Tony Brizzolara and Dan Kravitz

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Summary of National Cash Balance Research

May 13, 2008

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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

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New Rules for Cash Balance Retirement Plans: IRS Issues Proposed Regulations - "Market Rate of Return"

February 2008

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Cash Balance Plans Expand the Retirement Field

Employee Benefit News: January 2008

By Chris Silva

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The New 401(k)

California CPA magazine: November 2007

By Dan Kravitz

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Cash-Balance Retirement Plans: They're Back!

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

By Carolyn Hirschman

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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

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