Business & Retirement Planning
Cash Balance Plans
- Typical userOwners with high, steady profits
- IRS scrutinyGreen
- Sponsors0
Overview
A defined-benefit style retirement plan that lets owners fund much larger deductible contributions than a 401(k) alone.
IRS scrutiny
Widely used and generally accepted when the rules are followed.
Sponsors that offer this strategy
None listed yet.
Advisors who offer this strategy
- Fidus Actuarial Solutions Unclaimed Enrolled-actuary firm (defined benefit and cash balance plans) Public record
- FuturePlan by Ascensus Unclaimed Retirement plan third-party administrator Public record
- Milliman Unclaimed Actuarial and retirement consulting firm Public record
- RPG Consultants Unclaimed Retirement plan consulting and administration firm Public record
Education only; not tax, legal or investment advice. Listing here is not a recommendation.