The Rise of Cash Balance Plans: Why They’re Here to Stay
Date: 2025-05-28
Cash Balance plans have seen a meteoric rise in the world of pension plans. Today they comprise of over 50% of all defined benefit plans. What makes them so popular, especially with small business owners? We’ll look at how cash balance plans work, why they’re popular, and how they can help your clients save for retirement and also lessen their tax burden.
You will learn:
- Leveraging a Cash Balance plan with a clients existing plan
- Benefits of adding life insurance to a Cash Balance plan
- Tax advantages of a Cash Balance plan
- Why Cash Balance plans work for businesses with employees