Plan Design: 
Our team of experts will work with you to design a Cash Balance Plan that aligns with your company's goals and objectives, ensuring compliance with IRS regulations and maximizing retirement benefits for you and your employees.
Administration: 
We handle all aspects of plan administration, from participant record keeping to compliance testing and reporting, allowing you to focus on running your business with confidence.
Consulting & Compliance: 
Stay ahead of regulatory changes and compliance requirements with our ongoing consulting and support services. We'll keep you informed and help you navigate the complexities of Cash Balance Plan administration.
Investment Advisory: 
Our experienced investment advisors can assist you in selecting and monitoring investment options within your Cash Balance Plan, helping you optimize investment performance and minimize risk.
Introduction to Cash Balance Plans:
- Build $3.5 million in tax-deferred wealth in ten years or less
- Roll the cash balance plan into an existing or new RIA upon retirement
- 10X the tax deductions compared to a traditional 401(k)
- Dramatically reduce your tax bill
- Utilize cash balance plans as a recruitment tool
- Low cost, simple, customizable, and flexible
- Easy to administer with the right quarterback organizing service providers