Live Cash Balance Presentation

Learn the basics of cash balance plans for your small business and self-employed clients.

How cash balance plans work
Which clients benefit?
What materials are available?
How to get started

Using teleconferencing, you can attend a live online presentation of the program and get easy-to-use sales materials. A presentation takes just 30 minutes, and you can do it right from your own desk!

Live Demo: Cash Balance Plan

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Dedicated Defined Benefit Services, FuturePlan and Ascensus do not provide tax or legal advice. Prospective investors should consult with a tax or legal advisor before making any investment decision. The information provided by the Defined Benefit Calculator is for U.S. residents only and does not constitute an offer to sell, or a solicitation of an offer to purchase, securities in any jurisdiction to any person to whom it is not lawful to make such an offer.

*Information provided through the Defined Benefit calculator is intended to be educational and is not tailored to the needs of any specific investor or their investment needs. Client profiles are intended to be educational examples and are not representative of any specific investor. Consult an attorney, tax professional, or other advisor regarding your specific situation.

Live Cash Balance Presentation

Learn the basics of cash balance plans for your small business and self-employed clients.

Live Demo: Cash Balance Plan

Estimate contribution and deduction with our DB calculator Try it now

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