Cash Balance Retirement Plans

A Cash Balance Plan (CB Plan) is considered an employer-sponsored hybrid defined benefit pension plan. This plan allows an employer to guarantee a specific benefit for the plan participants with a fixed annual contribution by the employer. Contributions provide dollar-for-dollar tax deductions in the tax year that they are made so business owners can save thousands and in some cases even hundreds of thousands in taxes. 

What you’ll learn

  • If a Cash Balance Plan right for you
  • Estimated annual contribution limits based on age
  • How the plan works 
  • Why consider a Cash Balance plan over a traditional plan


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