Newsletter

What makes a Cash Balance plan so attractive?

Small business owners potentially can contribute 3x or 4x more to a cash balance plan than what they can to other plans – up to $200,000 annually.

Here are some of the key advantages of our OwnersPlus™ Cash Balance Plan + 401(k) Safe Harbor/Profit Sharing 401(k) plan:

• Contributions are deductible business expenses generally saving the owner tens of thousands of dollars in annual taxes
• Contributions for owners often exceed 90% of the total contribution amount
• Investments grow tax deferred, building wealth faster

Request a Customized Illustration

• Download an Illustration Request Form to gather census data
• Call Our Plan Consultants at 866-269-2706
• Run a 2-minute proposal for yourself

Safe Harbor plans must be opened by OCTOBER 1.
Contact Us for ALWAYS AVAILABLE Consulting.

866-269-2706 | DBPlans@dedicated-db.com