Cash Balance Plan

28 Dec DOL Fact Sheet: Cash Balance Pension Plans

Posted at 16:21h in Cash Balance Plan by Matt Farnsworth 0 Comments

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Fact Sheet: Cash Balance Pension Plans U.S. Department of Labor Employee Benefits Security Administration November 2011 Cash Balance Plans are sophisticated and complex retirement plans that require a superior level of actuarial expertise. With major tax deductions and IRS compliance issues at stake, it is important to choose an...

28 Dec Why Would You Select A Cash Balance Plan Solution?

Posted at 15:28h in Cash Balance Plan, TAGline by Matt Farnsworth 0 Comments

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With so many business owners and partners looking for larger tax deductions and accelerated retirement savings, the TAG Retirement Program | Cash Balance Solution may be the best option for them; and by adding this offering to a defined contribution plan, a more robust overall retirement package is created. The...