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. Contact us using the form below to see how we can work together.