Can Cash Balance contributions change?

Yes, but with restrictions. Cash Balance plans can be amended periodically to permit different contribution levels. Any changes must be made before any employee works 1,000 hours during a plan year. In addition, a plan can also be frozen or terminated.

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Office Locations

North Haven, CT

Tel: (203) 234-2229
Fax: (203) 234-8369

Acton, MA

Tel: (978) 369-2318
Fax: (978) 379-8481

Westbrook, ME

Tel: (207) 854-1304
Fax: (207) 854-1305

Buffalo, NY

Tel: (716) 839-9405
Fax: (716) 839-9713

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