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Cash balance plans

Overview

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Consider a cash balance plan if you:

BENEFITS

Benefits for small business owners

Maximize retirement benefits

Generate tax savings

Comprehensive support

Trust the experts

Protect your assets

Invest freely

Resources

Cash balance plans resources

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Why are Cash Balance Plans used to supplement 401(k) plans for higher-paid employees?

Understanding the benefits and advantages of Cash Balance Plans

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Market Based Cash Balance Plan (MBCBP): Frequently Asked Questions

We answer some FAQs to help employers decide whether to sponsor a market-based cash balance plan.

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Cash balance plans 101: Overview, advantages and disadvantages

A cash balance plan is a hybrid retirement plan, blending the features of a traditional pension plan with the look and feel of a 401(k)/profit-sharing plan

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