Strategies: How You Can Cash in on Cash Balance Retirement Plans
April 1, 2015
Retirement concerns everyone. How much is enough? How do I maintain my current lifestyle after I finish working? For successful business owners and professionals, it’s no different.
With the limits placed on tax deferred retirement savings by the IRS and the tax burden associated with high income earners, it can be difficult for many professionals to save the amount of money they would like to.
Our Director of Retirement Consulting Services, Paula Hendrickson, recently wrote an article for the Denver Business Journal, discussing cash balance retirement plans. A lesser known retirement savings vehicle, the cash balance plan is a type of defined benefit plan that provides unique opportunities to many business owners and professionals who are interested in putting away significant retirement savings.
Learn more about cash balance plans, how they work and the sorts of companies they are good for in the Denver Business Journal.
Insights
Week in Review: May 1, 2026
Recap & Commentary Markets ended a busy week higher with the S&P 500 closing at a new record. For the […]
Learn more
Week in Review: April 24, 2026
Recap & Commentary Markets ended the week with the S&P 500 at a new record high as the index extended […]
Learn more
Week in Review: April 17, 2026
Recap & Commentary Markets ended the week higher, with the S&P 500 recording its largest weekly gain in 11 months […]
Learn more
Week in Review: April 10, 2026
Recap & Commentary Markets enjoyed their second consecutive week of gains following an announced ceasefire between the US and Iran […]
Learn more
Week in Review: April 3, 2026
Recap & Commentary Markets rebounded during the holiday‑shortened week as easing treasury yields and hopes for a diplomatic off‑ramp in […]
Learn more
Ready to learn more?
Let’s have a conversation.
Embark on a banking experience tailored to your distinct path, focused on achieving personal and business financial prosperity.