Welcome to the ADS Cash Balance Corner where you will find all the information you need regarding Cash Balance plans.
To learn more about Cash Balance Plans such as how do they work, contribution levels, how they are similar to defined contribution plans, etc. click here.
REQUEST A PLAN DESIGN
To request a plan design illustration please complete our Confidential Questionnaire. Please complete the form and send it to us via e-mail, fax or mail.
E-mail: cwhitney@adsbenefits.com
Fax: (207) 879-9209
Address: Actuarial Designs & Solutions, Inc.
200 US Route One, Suite 120
Scarborough, ME 04074
Direct: (207) 879-9200 x200
Toll Free: (877) 473-2371
CASH BALANCE SEMINAR
We held a seminar in February and again in May for Financial Advisors, Accountants, Lawyers and Retirement Plan professionals on the benefits of Cash Balance Plans for their clients. Click here to see a copy of the slides from the presentation.
Cash Balance Presentation Slides
To see what others are saying about our seminar, click below.
Feedback from the Cash Balance Seminar
Our next Cash Balance Seminar will be held in the Fall. If you are interested in attending please send us an e-mail.
RESOURCES/ARTICLES OF INTEREST
Plan Design in the Balance-Journal of Accountancy
Cash-Balance Pensions Stand to Gain Favor-The Wall Street Journal
Cash Balance Renaissance-Benefits Quarterly
The Beauty of a Cash Balance Buy-Out Tool-WebCPA
FAQs About Cash Balance Pension Plans-DOL