Cash Balance Plans
Is a cash balance plan right for your organization?
Cash Balance Plans are great retirement plans for organizations of all sizes. These plans allow employers the opportunity to provide staff with meaningful benefits, without subjecting the benefits to unnecessary risk. They also allow for a much larger tax deferred retirement benefit for the owners or key employees (compared to a 401(k) plan).
- Long-term benefit solutions
- Predictable costs
- Reduced risk (compared to traditional pension plans)
- Transparency in benefits
- Portability due to lump sum options
- Simplicity for participants and plan sponsors
Let’s explore a cash balance plan
and what it looks like for your organization!
Conrad Siegel’s Cash Balance Difference
Experts in optimum plan design
Retirement leaders: have one consultant manage all of your retirement plans
Your own personal team – lightning quick response times
One of the largest actuarial firms in the US (by # of actuaries)