Add Cash Balance Plans to Your Practice
Cash Balance plans can provide new opportunities for Financial Advisors to better serve their Clients and increase assets under management at even a faster pace compared to a 401(k) plan.
- Higher contribution limits compared to other qualified plans
- Increase in assets under management in a shorter period of time
- Build stronger relationships with high wage earning individuals
- Easier to use and implement for succession planning, compared to an ESOP
- Increase in assets under management without adding to your current book of business