Max Out Your Retirement. Cut Your Company's Taxes.
With a Cash Balance Plan, you could contribute up to $400,000/year—on top of your 401(k)—while helping your company save big on taxes.
Use the calculator to see how much you could contribute based on your age and income.
Want to Learn More?
We’ll show you exactly how the plan could work—for you and your team. You’ll get clear numbers, and we’ll even help you make the case internally if needed.
Fill out the form to get started.
Cash Balance Calculator
Your 2025 annual Cash Balance contribution could be as high as:
$0.00