Cash Balance Plan Resources

The Retirement & Investment Solutions Practice of CBIZ Presents: Cash Balance Plan Resource Center

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.

Here you will find our most popular guides, videos, articles and more to help expand your knowledge of cash balance plans.

Let us help you decide if adding a cash balance plan is the right choice for your business. 


Third party administration, actuarial, and other consulting services offered through CBIZ Benefits & Insurance Services, Inc.

Investment advisory services provided through CBIZ Investment Advisory Services, LLC, a registered investment adviser and a wholly owned subsidiary of CBIZ, Inc.

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