Contribute More Than a 401(k) Plan Alone Allows

In most cases, cash balance plans can dramatically increase retirement contributions beyond traditional 401(k) profit sharing plan limits. 

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We'll prepare a customized illustration showing the contribution opportunities available based on your age, income and business structure.

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Lower Current Taxable Income

Contributions to a cash balance plan are generally tax deductible to the business, helping owners reduce taxable income while building retirement assets. 

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We coordinate with your CPA and financial advisor to ensure the strategy fits your broader financial plan.

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Combine with Your Existing 401(k) Profit Sharing Plan

A cash balance plan can often be paired with a 401(k) profit sharing plan to maximize retirement contributions. 

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We'll help determine the contribution limits and plan design that work best for your business.