Our 10-minute client review helps you explore whether a Cash Balance plan is a good fit for your small business clients.
Typical topics include:
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What is the ratio of business owners to employees?
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Does everyone in the company need to be included in the plan?
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When is a Cash Balance plan not a good idea?
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How can clients get started?
Let’s Connect
Do you have clients or prospects looking to accelerate retirement savings and reduce their tax burden? Let’s discuss whether a Cash Balance plan is a good solution.
Cash Balance Client Review
