Who is the Ideal Cash Balance Plan Client?


1. Professional Firms of all sizes – Medical Groups, Dental Groups, Law firms,
    Accounting Firms, Engineering Firms, Financial Service Firms, Insurance Producers,
    Realtors, from owner only to firms with 100s of professionals.

2. Closely held, family owned and other small businesses
3. Professionals with ancillary or side income
4. Plan Sponsors with individuals with the cash flow and desire to contribute
    more than 50K a year towards retirement.

5. Plan Sponsors that are already maximizing a 401(k) Profit Sharing Plan 
    to the full extent possible for certain individuals.
Schedule a time to talk with an Actuary:


134 East Main Street

New Albany, Ohio 43054

Phone and Fax: (800) 805-9538

Email: info@mchenry-advisers.com


© Copyright 2006 – 2020  McHenry Advisers, Inc.