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.

Senior African-American Couple Happy with Their Retirement Plans

Insights

Week in Review: November 28, 2025

Recap & Commentary Markets ended the holiday-shortened week higher, with the S&P 500 notching its best weekly return in six […]

Learn more

Week in Review: November 21, 2025

Recap & Commentary Markets ended a volatile week lower weighed down by continued concerns about elevated valuations, particularly among AI-related […]

Learn more

Strategic Tax Planning Under the Big Beautiful Bill

The new Big Beautiful Bill reshapes how affluent individuals and business owners approach income, deductions, and wealth planning. Here’s how […]

Learn more

Week in Review: November 14, 2025

Recap & Commentary Markets ended the week effectively unchanged after a rally at the start of the week, fueled by […]

Learn more

November 2025 Market Commentary

October witnessed the start to the longest government shutdown on record, in which ~700,000 government workers were furloughed, a similar […]

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.