Cash Balance Plans

A Cash Balance Plan is a tax-qualified retirement vehicle. They can be a great tool to help a small business owners reduce their tax bill.  

Not just anyone can work on Cash Balance Plans, they require an actuarial certification.  Lucky for us, we have 8 in-house actuaries and over 26 years of experience designing and administrating cash balance plans.  

We have over 1,600+ cash balance plans under our roof for small business owners in all 50 states.  We know these plans like the back of our hand.​

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They are a great retirement planning tool to help small business owners reduce their tax bill both now and in the future.