Reduce Taxable Income With a Cash Balance Plan
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.