Maximizing Business Owner ROI with Cash Balance Plans

Cash Balance Plan Services

We help our clients navigate and simplify complex cash balance issues through:

  • Performing actuarial and administrative services
  • Developing customized plan designs
  • Drafting plan documents and resolutions
  • Performing benefit calculations and processing payments and IRS withholdings
  • Determining required funding
  • Preparing and filing annual 5500 and PBGC premium forms

The Benefits of Cash Balance Plans for Businesses

  • Tax-deferred contributions
  • High benefit limits
  • Flexible design
  • Higher “ROI” for business owners
  • Contribution flexibility

Who might be interested in Cash Balance plans?

  • Doctors
  • Anesthesiologists
  • Dentists
  • Attorneys
  • Chiropractors
  • Accountants
  • Engineers
  • Psychologists
  • Partnerships
  • Any small business owner

Our Publications

Retirement Program Options for Professional Firms

Is a Cash Balance Plan Right for Your Organization?