Getting Up to Speed on Cash Balance Plans…

September 1999
Journal of Financial Planning;Sep99, Vol. 12 Issue 8, p15
Academic Journal
Presents information on cash balance pension plans. Disadvantages and advantages; Publication issued by the Employee Benefits Research Institute about the pension plans.


Related Articles

  • Time is on our side. Davis, Andrea // Ebn.benefitsnews.com;4/1/2012, p1 

    The article reports that according to the annual retirement confidence survey by the Employee Benefit Research Institute, which found that 20% of workers intend to retire at a later age than they had planned.

  • Chances Are…. Adams, Nevin E. // Plan Sponsor;Jul2011, p3 

    In the article, the author discusses the need to have a second plan to have a fallback when the original plan fails, specially in the retirement income industry. He cites the study circulated by the Employee Benefit Research Institute (EBRI) on the opinion by workers on their retirement savings...

  • Healthcare Fuels Anxiety. Stock, Howard J. // Bank Investment Consultant;Jun2008, Vol. 16 Issue 6, p9 

    The article reports on the survey that has conducted the percentage of confidence on workers' retirement prospects. It relates the appraise made by the Employee Benefit Research Institute on the number of workers that are confident on their retirement prospect. The result shows felling rate of...

  • Defined-contribution teaching efforts rise: EBRI.  // National Underwriter / Property & Casualty Risk & Benefits Manag;6/12/95, Vol. 99 Issue 24, p15 

    Cites an Employee Benefit Research Institute (EBRI) report indicating that the prevalence of employment-based, defined-contribution pension plans is fostering expansion of participant education efforts among employers. Workers taking part in salary reduction contribution plans from 1088 to 1983.

  • Large employers still rely on traditional pension plans.  // Best's Review / Life-Health Insurance Edition;Nov93, Vol. 94 Issue 7, p104 

    Reports on a survey by the Employee Benefit Research Institute on employers' termination of traditional pension plans for contribution based plans. Increase in the number of pension plans; Preference of employers for defined benefit plans; Tax incentives.

  • 401(k) Balances Surged 17% in 2006. Papini, Jessica // Money Management Executive;8/6/2007, Vol. 15 Issue 31, p1 

    The article reports on the result of the study titled "401(k) Plan Asset Allocation Account Balances and Loan Activity in 2006" conducted by the Employee Benefit Research Institute and the Investment Company Institute in the U.S. It showed that 401(k) plans increased 17% in 2006 due to the...

  • Retiree income in 2030 will be $45B short of need.  // Fairfield County Business Journal;1/26/2004, Vol. 43 Issue 4, p22 

    This article reports that there will be an annual shortfall of at least $45 billion by 2030 between the amount retired Americans need to cover basic expenses and what they have. A study by the Employee Benefit Research Institute and The Milbank Memorial Fund suggests that while many...

  • "Conversation" Starters.  // Plan Adviser;Apr2011, p6 

    The article offers several suggestions on topics to use when starting a conversation with prospective retirement plan clients. Plan advisers should tell their prospects that Social Security will not be as much as they think it will be and that the odds that they will get the current maximum...

  • Fewer workers take in with them. Williamson, Christine // Pensions & Investments;10/28/1996, Vol. 24 Issue 22, p8 

    Reports that a study conducted by the Employee Benefit Research Institute, in Washington, has revealed that the number of workers in the United States cashing in their retirement assets when they leave employment seems to be on a decline. Contents of the report which was authored by John B....


Read the Article


Sorry, but this item is not currently available from your library.

Try another library?
Sign out of this library

Other Topics