Defined Benefit Plan
Retire with Millions:
The Cash Balance Defined Benefit Plan
With the Cash Balance Defined Benefit plan, the rules don’t limit the annual contribution amount, but instead limit the ultimate benefit payable from the plan.
That means it has the potential to generate enormous retirement savings that can be several times that of 401(k) profit sharing plans alone.
Best Candidate for the Defined Benefit Plan
Has a business with or without employees
Is a highly compensated business owner
Consistent profit/cash flow from business
Wants to maximize retirement benefits
Wants high tax deductions
Advantages of Establishing a Defined Benefit Plan
- Up to a $5,000 tax credit
- Maximize tax deductions for business owner
- Far more powerful than a 401(k) plan
- Generate over $3 million in retirement benefits
- Shelter earnings from tax
- Grow assets through the power of tax deferral
- Asset & Credit Protection
- Retain key employees
- Help employees save for retirement
It takes as much energy to wish as it does to plan.
Generate Tax Deductions
Contributions to the plan can result in enormous tax deductions.
Defer Income
Reap the tax benefits when you defer compensation until retirement.
Tax-Sheltered Growth
Your assets are sheltered from tax while held inside a retirement plan
Why Pension Investors?
Pension Investors is one of the nation’s oldest and most respected pension plan administrators.
We’re committed to providing the full spectrum of retirement planning services and staying cost effective and flexible.
