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Cash Balance Pension Plan Services

For those companies that want to make tax deductible retirement plan contributions in excess of the 401(k) Profit Sharing Plan limits, we work with a legal, actuarial and third party administration firm to design, implement, consult and administer cash balance pension plans in combination with 401(k) profit sharing plans.

Our network of industry professionals ensures that your comprehensive corporate benefits needs aren’t just met - but exceeded.