WP&BC Phoenix: Cash Balance Plans Evolve: Market Returns, Design Trends, and Strategic Uses
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About this event
Cash Balance Plans Evolve: Market Returns, Design Trends, and Strategic Uses
Wednesday, March 18, 2026
11:30 AM to 1:00 PM
Lunch served: 11:45 AM, Presentation begins: 12:00 PM
Join us for a discussion on market rate of return cash balance plans and how evolving design strategies are shaping their use. This lunch session will cover key plan design features, emerging trends, and real-world applications for employers seeking flexibility, competitiveness, and improved alignment between plan benefits and investment performance. The discussion will also highlight two emerging issues on the topic: 1) the FASB project to fix financial accounting for these plans and 2) the legislative initiative that is in Committee that would provide additional uses for these plans.
Speaker
John Lowell, October Three
Location
Elevate 24
Conference Room: E24 Connect (next door to Humphrey’s Kitchen & Koffee (Ste A-100 in building 4742)
4742 N 24th St
Phoenix, AZ 85016
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