For high earners racing to close a retirement gap, traditional 401(k) limits can feel like a ceiling on their future ...

For the right client, these plans can build substantial retirement wealth quickly while offering tax advantages.

What Is a Cash Balance Plan? A cash balance plan resembles a defined-benefit pension plan where an employee is guaranteed a certain sum of money upon retirement. This sum is a combination of employer ...

Cash balance plans are great if you want guaranteed growth without worrying about market dips. But a 401 (k) will give you more control and is simpler for most employees. Cash balance plans shine for ...

Companies with fewer than 10 employees own more than half of all cash balance plans, a group of retirement plans outpacing 401(k)s in growth. FuturePlan by Ascensus, a national third-party ...

If you're hoping to further reduce your taxable income and accelerate your retirement savings — and you're already maximizing your 401 (k) and profit-sharing contributions — a cash balance plan might ...

October Three argues these specific cash balance options can achieve lifetime income through regular payouts to retirees. Financial insecurity can hurt retirees’ lifestyles and health, but ...

Source: October Three Consulting LLC. Past performance is no guarantee of future results. The value of in-plan cash balance plan annuitization: Note that the value of the cash balance annuity is 20–30 ...

FuturePlan's Cash Balance Center of Excellence serves as a leading expert in cash balance plan design and administration for over 35 years. "The extraordinary growth of cash balance plans over the ...

A growing number of doctors, attorneys, and small business owners are discovering that a lesser-known retirement strategy could help them save hundreds of thousands in taxes — and build a much larger ...