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
Plan Sponsors with individuals with the cash flow and desire to contribute
more than 50K a year towards retirement.
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:
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