Are You Cashing in on Cash Balance?

Recent reports indicate a surge in adoption of cash balance plans in recent years, particularly among smaller employers. In this week’s reader poll, we’d like to know what you’re seeing – and doing.

The number of new cash balance plans adopted by employers increased by 17% in 2015 – rising to 17,812 active plans – according to Kravitz’s “2017 National Cash Balance Research Report.” Kravitz also claims that cash balance plans now make up 34% of all defined benefit plans, up from just 2.9% in 2001, and that total plan assets have risen to $1.1 trillion.

This week, we’d like to know if cash balance plans are included in your plan design arsenal, what kind of response you are seeing/getting, and whether you are making that pitch on your own, or in conjunction with other partners.

You can respond to this week’s NAPA Net reader poll at

And, of course, we’ll have the results all wrapped up for you here on Friday.

Oh, and don’t forget to weigh in on topics for the NAPA 401(k) Summit – and check out SummiTalk! It’s not too soon to be thinking about – and planning for – the NAPA 401(k) Summit!

Check it (all) out at

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