A Cash Balance Plan is a great fit for business owners, professionals
and self employed individuals that would like to:
1. Increase retirement savings
2. Reduce Taxes
3. Protect Assets from Creditors
When Does a Cash Balance Plan Make Sense?
Schedule a time to talk with an Actuary:
Schedule An Online Meeting or Call
Intro to Cash Balance Plans
Cash Balance Plan Features
When does a Cash Balance Plans Make Sense?
Who is the Ideal Cash Balance Client?
Process for Setting up a Cash Balance Plan