PPT-“BEYOND THE 401(k)” The Cash Balance Plan

Presented by Brad Wexler QKA QPA QPFC Tycor Benefit Administrators Inc NovemberDecember 2015 610 2510670 bwexlertycorbenefitcom Securities and Investment Advisory Services offered through NFP Advisor Services LLC NFPAS member FINRASIPC NFPAS is not affiliated with . Introductory Financial Accounting. Donna Gunn, CA. Types of Fraud. Misappropriation of Assets. Essentially theft of assets. Fraudulent Financial Reporting. False or misleading financial statements. Earnings management is the most common. Cash Balance Plans. www.nyhart.com. Presented by. : . Charles Munsell. Agenda. Historical perspective. What are cash balance plans?. How do the plans work?. What is the role of the planner?. Real-world examples. and “High Cash-Flow” Clients. Vincent F. . Spina. , ASA, EA, MAAA. President, . Harbridge. . Consulting . Group. a . BPAS . Company. A Cautionary Tale. 2. When you’re Derrick . Coleman, . you don’t save for retirement because you’re the #1 pick in the NBA draft in . c.. Petty cash ledger. b.. Petty cash journal. d.. Petty cash invoice. When a payment is made from the petty cash fund, which of the following is prepared?. a.. The need for companies to employ more accountants. CORPORATE CASH HOLDINGS. Cash holdings represent the most liquid asset, which explains the common phrase “cash is king. ”.. . Cash . holdings refer to transaction account balances. . Marketable . Explore what is meant by the term ‘Cash flow’. . Discuss the role and importance of cash in a business. Recognise the difference between a cash flow forecast and a cash flow statement. Appreciate how careful planning can minimise risk . Chapter 5. Evaluating the capital structure.. Assess risk and future cash flows.. Analyze the company’s: . Liquidity, . Solvency, and . Financial flexibility.. Balance Sheet. Usefulness of the Balance Sheet. and “High Cash-Flow” Clients. Vincent F. . Spina. , ASA, EA, MAAA. President, . Harbridge. . Consulting . Group. a . BPAS . Company. A Cautionary Tale. 2. When you’re Derrick . Coleman, . you don’t save for retirement because you’re the #1 pick in the NBA draft in . March, 2015. Fund Codes and Types. A Fund identifies a particular pool of money. Coded within a fund is the source of the fund (institutional, federal, etc.) and whether that pool of money is restricted or unrestricted.. International Monetary Fund. Government Accounting . Framework. Key Elements of an Accounting Framework. Accounting basis – cash or accrual. Budget classification and chart of accounts. General Ledger and subsidiary records. Primary tool in short-term financial planning. Helps determine when the firm should experience cash surpluses and when it will need to borrow to cover working-capital costs. Allows a company to plan ahead and begin the search for financing before the money is actually needed. Tuesday, July 11, 11:00 AM. Presented . by: . Teri Jones & Chi Zhang. Agenda. Accounting Journals. . (. Reference Files, Accounting Journals). Cash . Budget . (Task 1 & 2). Making . Projections . Prepared By. TORAN LAL VERMA. MANAGEMENT OF . CASH . CASH. Cash . is one of the important and key parts of . the current . assets. .. Cash generally refers to the coins and currency. cash equivalents includes . Cash Flow Budgeting and Financial Planning. Professor David Gilchrist. Director, NFPs UWA Research Team. 18 November 2021. @Gilchrist DJ. @NFPsUWA. Focus. Cash Flow Budgeting & Financial Planning.