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SERVICES - Cash Balance Plans

 
 

Cash Balance Plans incorporate features from both defined benefit and defined contribution retirement plan concepts. The question is, will a cash balance plan or other hybrid pension plan best meet your needs and the needs of your employees? The professionals at Conrad Siegel Actuaries have the knowledge and expertise to analyze these and other complex retirement programs. We will help you understand all the factors that may influence your decisions, from your corporate compensation policies and demographics to your current retirement program structure and financing, as well as plan administration and reporting issues. We will assist you or your legal counsel in preparing the appropriate plan documentation, integrate the plan into an effective employee communication program, and provide full support in the ongoing management of the plan.

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