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 ...

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 ...

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 ...

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Cash Balance Plans: An Expert Guide to the High Earner's Secret Weapon for Retirement Cash balance plans offer business owners and high-income professionals a powerful way to significantly boost ...

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 ...

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 ...