Cash Balance Plan Guide

A Guide to Cash Balance Plans

Flat lay of 2019 Employee Benefits Benchmark Report


The guide provides information on how adding a cash balance plan to your retirement plan design can help you accumulate additional retirement savings and provide opportunities for higher tax deductions.

It includes:

  • Advantages of cash balance plans
  • Details on how the plans work
  • Examples of potential accumulations
  • Diagram of typical employee costs
  • And more

Cash balance plans are incredibly popular for small business employers across the country.