Cash Balance Plans

A Cash Balance Plan is a type of retirement plan that combines the best features of a traditional pension with the flexibility of a 401(k). It’s ideal for business owners, professionals, and high-income earners.

Predictable Costs

Our CB plans provide businesses with predictable plan costs, as contributions are determined and fixed, enabling effective financial planning and budgeting.


Reduced Risk

By pooling investments and assuming risk, CB plans reduce the burden of market fluctuations on individual employees, ensuring a more stable plan outcome.


Long – Term Solutions

CB and hybrid plans offer employees a reliable source of income, encouraging long-term commitment and loyalty within the workforce.


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