Cash Balance Plan Investment Strategies
Independent Actuaries, Inc. specializes in Defined Benefit (DB) and Cash Balance (CB) plans and the majority of our clients are small businesses. Our qualified consultants are available to present information on this topic at your firm. The presentation includes the following information:
- Review features of defined benefit, defined contribution and hybrid retirement plans
- Discuss investment risk/reward balance in cash balance plans
- Examine interest crediting rate options
- Specific Examples
Below is a preview of the presentation. If you would like more information on this topic or if you would like us to consider presenting it at your firm, please contact us!
Download (PPTX, 91KB)