Help Your Clients Unlock The Power of Cash Balance Plans

 What is a Cash Balance Plan? 

 A cash balance (CB) plan is a type of qualified retirement plan that
shows participants an account balance, much like a 401(k) plan. It offers
a tax-advantaged strategy for accumulating wealth. They are
considered hybrid defined benefit (DB) plans, which allow for higher
contributions and help achieve equity objectives, making them a great
option for organizations looking to reward their employees and
encourage loyalty. 

In This Guide You Will Learn:

• What a Cash Balance plan is and how it works
• How Cash Balance plans can reduce taxes and accelerate retirement savings
• The steps to take action – including how to identify the right Cash Balance expert to design, implement, and integrate a plan that supports your financial and business goals.