Cash Balance Plan

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Additional Resources

Reducing Costs Without Sacrificing Performance

An Atlanta-based construction company was experiencing poor returns and high costs for their 401(k) plan under their previous advisor. With the help of Fisher\SMB, they were able to reduce their plan fees while improving their investment quality.

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Retirement Plan Comparison Chart

From mom-and-pop shops to fast-growing enterprises, there’s a retirement plan for every type of SMB. This chart compares a few common types of retirement plans, and includes contribution rules, loan allowances, and general plan management considerations.

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Cash Balance Plan for Business Owners

A Cash Balance Plan can help business owners contribute significantly more toward retirement than a traditional 401(k) while creating substantial tax deductions.

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