Cash Balance White Paper

2nd May 2017

We conducted a recent survey on financial advisors who have sold defined benefit plans with us and learned the No. 1 marketing tool they wanted was a white paper on cash balance plans.

And we’re pleased to add a cash balance white paper to our wide-ranging collection of sales and marketing tools, free for financial advisors, accountants and business owners who want to learn more about the small business retirement plans we administer.

“Cash Balance Plans for Small Business” provides easy to understand information on how a Cash Balance + 401(k) Retirement Program can provide significantly higher tax savings each year compared with a SEP-IRA or 401(k) alone. The white paper also includes examples that show the breakdown of cash balance plans.

Cash balance plans are an excellent retirement plan option for partnerships, professional practices and small businesses seeking to increase contributions to their retirement and reduce taxes while limiting the cost of employee benefits.

In this white paper, you’ll learn:

  • What Is a Cash Balance Plan
  • How Does a Cash Balance Plan Work
  • Why Are Cash Plans Gaining Favor with Professional Practices and Small Business Owners
  • Who Is Best Suited for a Cash Balance Plan

Get the cash balance white paper now.

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