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:
What is the ratio of business owners to employees?
Does everyone in the company need to be included in the plan?
When is a Cash Balance plan not a good idea?
How can clients get started?
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