Chapter 15_RF - alternatives and provides instruction to...

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Chapter 15 C ASH B ALANCE P ENSION P LAN LEARNING OBJECTIVES: A. Have a basic understanding of cash balance pension plans REVIEW: This chapter gives an overview of cash balance pension plans. After a brief discussion of when these plans are used, advantages and disadvantages, the chapter covers design features. Tax implications are discussed next, directing the reader back to Chapter 7 for additional information. The chapter then gives some suggestions for
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Unformatted text preview: alternatives, and provides instruction to review Chapter 10 for information on how to install a cash balance plan. Finally, there is a reference for learning more. FEATURED TOPICS: Cash balance pension plans CFP® CERTIFICATION EXAMINATION TOPIC: Topic 61: Types of retirement plans B. Types and basic provisions of qualified plans 2. Defined benefit b. Cash balance KEY WORDS: cash balance pension plan, pay credit, interest credit...
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