DOL Fact Sheet: Cash Balance Pension Plans

DOL Fact Sheet: Cash Balance Pension Plans

Fact Sheet: Cash Balance Pension Plans

U.S. Department of Labor
Employee Benefits Security Administration
November 2011

Cash Balance Plans are sophisticated and complex retirement plans that require a superior level of actuarial expertise. With major tax deductions and IRS compliance issues at stake, it is important to choose an experienced Cash Balance specialist with a record of long-term success.

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