Cash Balance Plans

Cash Balance Plans are Rapidly Growing!

A Cash Balance Plan is a type of Defined Benefit plan that allows for substantially larger tax-deductible contributions than those permitted under profit sharing for 401(k) plans.  These plans are ideal for highly profitable companies and business owners who have delayed retirement savings.  For more information, details, and limits click here.

Markley Actuarial provides Cash Balance plan designs that position our clients for substantial tax savings.  Our firm has years of expertise and experienced actuaries work with clients to navigate the path to retirement goals.  Please contact us today to begin working on a design, free of charge.

MA Plan Design Request Form

Are you a Financial Professional looking to learn more about Cash Balance Plans?

We have two convenient options for you; both are free of charge:

1. Overview of “Cash Balance Basics & Design” presented at your office.  Contact us below to discuss your needs.

2. Watch our Events page for an upcoming Cash Balance Plan seminar for an in-depth look at these types of plans.


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