Cash balance plans are one of the most popular plans in the retirement space. These plans allow for significant tax deduction for business owners and provide a means of accelerating their retirement savings.
What is a Cash Balance Plan?
A cash balance plan is a type of qualified retirement plan that has special attributes. It is often called a “hybrid” plan because it has characteristics of both defined contribution plans and defined benefit plans.
We offer cash balance plans that are approved by the IRS.