The benefits of cash balance pension plans are plenty, but let’s take a closer look at who they’re designed to help and why they may appeal to you and your business.

Cash Balance Pension Plans are a defined benefit plan that features aspects of a contribution plan. A Cash Balance Plan Administrator provides you with the dedicated resource to tackle day-to-day operations you either don’t have the bandwidth to perform or don’t want to allocate toward in-house. That’s where we come in.

Are Cash Balance Pension Plans ideal for my company?

Do you operate a family-owned business? A law firm? Maybe you own a medical or dental practice? If you nodded your head at any of these scenarios, you’re in good hands pursuing a cash balance pension plan through us at Dunbar, Bender, and Zapf.

Let’s delve a little deeper. Ask yourself. Are you:

  • Operating with a consistent cash flow?
  • Positioned to save now?
  • Looking for a tax-deferred option?

If your answers to the above questions were yes, you’re in the enviable position to leverage the perks of cash balance pension plans. Here’s how.

How you might benefit from Cash Balance Pension Plans:

  • Optimize your tax deferral
  • Protect yourself and your business
  • Plan for succession…set up yourself and your partners to be financially secure at retirement

Need more information?

We’re happy to answer all of your questions. At Dunbar, Bender & Zapf, Inc., we’ve been successfully helping business owners design, implement and administer retirement plans that are perfect for their employees and retirement goals. We’re dedicated to helping you meet your long-term goals today. Call us.