Beyond The 401(k): How Financial Advisors Can Grow Their Businesses Using Cash Balance Plans

Beyond The 401(k): How Financial Advisors Can Grow Their Businesses Using Cash Balance Plans

by Daniel Kravitz
     
 

A complete step-by-step guide written to help financial advisors and retirement plan professionals gain a competitive edge using Cash Balance Plans. Considered the retirement industry's best kept secret, these unique tax-favored hybrid plans combine the high contribution limits of defined benefit plans with the flexibility and portability of 401(k)s. The authors are… See more details below

Overview

A complete step-by-step guide written to help financial advisors and retirement plan professionals gain a competitive edge using Cash Balance Plans. Considered the retirement industry's best kept secret, these unique tax-favored hybrid plans combine the high contribution limits of defined benefit plans with the flexibility and portability of 401(k)s. The authors are part of the expert team at Kravitz, the national leader in Cash Balance Plan design, management and administration. This accessible, highly readable book explains all the essentials of these complex tax-qualified plans. Supported by case studies, checklists, charts and diagrams, the book shows exactly how Cash Balance Plans can take business owners beyond the 401(k) to accelerate retirement savings, reduce taxes, and deliver better benefits for employees.

Product Details

ISBN-13:
9780982873007
Publisher:
Kravitz, Incorporated
Publication date:
08/20/2010
Pages:
170
Product dimensions:
7.00(w) x 10.00(h) x 0.36(d)

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