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Retirement plans are especially important in an increasingly competitive labor market. Download our complimentary whitepaper to learn about the benefits of a cash balance plan and if it could be appropriate for your firm.

Increase Retirement Savings and Reduce Taxes

In the current job market, attracting top talent and retaining existing employees is key. Having an attractive retirement plan for your team is an important benefit offering. It can also help the employer as it is often a tax advantageous strategy.

In this article, you will learn more about the benefits and features of a cash balance plan such as:

  • How does it compare to other common plans, such as 401(k) or 403(b) plans?
  • How do the tax benefits work?
  • What are the costs and risks associated with cash balance plans?

Schedule a consultation today!

contact us 

If you would like to review the overall design of your current plan or perhaps discuss if a cash balance plan would be appropriate for your firm, we would welcome the opportunity to speak with you.

Contact our Vice President,
Manager of Retirement Plan Advisors,
Daniel Tatomir, AIF® at 412.227.3242.

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