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!

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Conrad Siegel’s Cash Balance Difference

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Cash Balance Plans: Get to know our specialists