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Cash Balance

Cash balance plans should be considered by business owners who are seeking ways to maximize retirement plan contributions while maximizing tax benefits to their business. These plans can be paired with 401(k) defined contribution plans to increase retirement savings and tax deferral opportunities.
Watch our cash balance video:
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Cash Balance Highlights
  • Ideal for employers with employees looking to control costs while still maximizing contributions
  • Very tax efficient
  • Work best if paired with a defined contribution plan to increase retirement savings and tax advantages
  • Flexible benefit design
  • Plan design works well for owners aged 35 and over

Our consulting service begins with assisting clients in identifying and accomplishing overall benefit program objectives and continues all the way through to timely and accurate plan administration.

Please note: IRS Announces Changes in Determination Letter Program: Important for all plan sponsors, and especially for cash balance plan sponsors

Contact us for more information.