Article: 3rd Circuit Court rules cash balance plan doesn't discriminate based on age

A company's cash balance pension plan does not violate ERISA's prohibition on age discrimination, the 3rd Circuit has ruled.

A group of former and current employees sued their employer when it converted its pension plan from a traditional defined benefit plan to a cash balance plan.

Cash balance plans, in which employers guarantee participants a retirement benefit premised on a hypothetical account that contains employer contributions and interest credit earnings, are legal. But here the employees alleged that the plan violated ERISA's anti- discrimination provision, 29 U.S.C. Sect. 1054(b)(1)(H)(i), which prohibits plans where "the rate of an employee's benefit accrual is reduced, because ...

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