Pension Plans

Cash Balance Retirement Plans

Many owners and partners are looking for larger tax deductions and accelerated retirement savings. Cash Balance Plans may be the perfect solution. 2006 legislation encouraged more and more professionals and successful business owners to adopt this type of plan.

Cash Balance Plan is a defined benefit plan that specifies both the contribution to be credited to each participant and the investment earnings to be credited based on those contributions. Each participant has an account that resembles those in a 401(k) or profit sharing plan.

Tax deductions are hard to come by, especially those that directly reduce ordinary income dollar for dollar. With combined Federal and State income tax rates so high, the tax savings from the contributions and the subsequent earnings on these contributions can be very significant.

401K Plans

You don’t have to have a big company to enjoy the benefits of a full-featured 401(k) retirement plan.  Our 401(k) offers an array of features and services typically reserved exclusively for largest corporations including access to high quality investment managers, no load/load waived fund trading and of course 100{c97747fc6669eeabccae72a612b98144a9761deaf7841779826c1625931c3d62} fee transparency.

Take a demo tour of the employee website by clicking here.