---
title: Cash Balance Plans for Your Clients
description: Cash balance plans are a great way to reduce taxable income for your clients. And a great way for you to grow your assets under management.
image: https://connect.octoberthree.com/hubfs/THUMBNAIL%20IMAGE%20(17).png
---

## Grow Your Practice Easily With Cash Balance Plans

# Reduce Taxable Income With a Cash Balance Plan

![tax-reduction-opportunity-2](https://connect.octoberthree.com/hubfs/tax-reduction-opportunity-2.jpg "tax-reduction-opportunity-2")

## Increase your AUM by helping your client increase their retirement savings 

 

Cash Balance Plans are a great way for your small business owner clients to reduce taxable income and build wealth. 

Think a Cash Balance Plan could be right for one of your clients? Request a plan illustration to get the process started. A custom illustration will give you:

- Actual savings amounts your client could contribute to the plan
- Any additional costs or requirements your client will need to provide to staff employees
- Full picture on the benefit provided and next steps to implementation. 

Remember, as a retirement plan advisor, Cash Balance Plans offer you substantial AUM growth opportunity. For small plans (1 to 10 participants), average immediate plan asset size is $100k to $400k and over 5 years that typically grows to $500k to $2.3M in AUM for you as the advisor. 

## Interested to see what your clients could be saving?

Fill out the form below to start the process of developing a custom illustration for your client(s) that qualify.

### Start the process today