Cash Balance Plan Resources

Many business owners are looking to shift recurring profits from their company to an ERISA-protected retirement account, while enjoying large tax deductions. A cash balance plan is a retirement plan that can allow you and other key executives to make significantly higher contributions to a retirement plan than a 401(k) typically allows.

By implementing a cash balance plan, you can take advantage of tax deductions that are unattainable with a 401(k) plan alone and accelerate retirement savings. Our specialists can help you assess if this option will work for your business and can assist you in implementing and managing your cash balance plan.


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CBIZ Retirement Plan Services is a trade name under which certain subsidiaries of CBIZ, Inc. (NYSE Listed: CBZ) market investment advisory, investment management, third party administration, actuarial and other retirement plan services. Investment advisory and investment management services offered through CBIZ Investment Advisory Services, LLC, Registered Investment Adviser.  Investments, investment advisory and investment management services may also be offered through CBIZ Financial Solutions, Inc., Member FINRA, SIPC and Registered Investment Adviser, dba CBIZ Retirement Plan Advisory Services.  Third party administration, actuarial and other consulting services offered through CBIZ Benefits & Insurance Services, Inc.
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