Cash Balance Plans for Businesses | Business 401(k) Services – Fisher Investments

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Determine How Much You Need to Save for Retirement
The powerful tax strategy for business owners.
We know something you should know. There’s a huge tax benefit that no one has told you about. You can save up to $100K or more1 on your tax bill by adding a Cash Balance Plan to your company’s 401(k) Program.
A Cash Balance Plan is a type of retirement plan that allows business owners to contribute up to $407,500 per year. Contribution limits are based on the age of the owner.
A Cash Balance Plan takes advantage of a business expense that an owner can keep, deduct from profits, and let grow tax-deferred. Owners can fund a sizable portion of retirement savings using money they would have paid in taxes.
Cash Balance Plans can be complex and require a plan advisor with deep expertise. Fisher is one of America’s top advisory firms with experience helping business owners set up this sophisticated strategy.
Must-See 2-Minute Video

Fund a sizable portion of your retirement savings using money that you would otherwise pay in taxes. Download this helpful infographic to view additional tools and resources.

See how a high-earning business owner can use an IRS-sanctioned strategy to reduce her tax bill by over $100K2 a year

Questions about Cash Balance plans? Everything you need to know to unlock huge savings.
Use our tool to calculate just how much you could be saving on your tax bill (and putting into your own pocket).
401(k) Only
Annual Tax Savings
Cash Balance Contribution
401(k) Contribution
Annual Personal Tax Savings
Annual Corporate Tax Savings
401(k) with Profit Sharing
Annual Tax Savings
Cash Balance Contribution
401(k) Contribution
Annual Personal Tax Savings
Annual Corporate Tax Savings
401(k) with Profit Sharing and Cash Balance
Annual Tax Savings
Cash Balance Contribution
401(k) Contribution
Annual Personal Tax Savings
Annual Corporate Tax Savings

Save this handy table to determine just how much you could be contributing to your own retirement — with and without applying a Cash Balance to your retirement program.
One of our 401(k) business specialists would love to talk to you about your company’s retirement plan needs.
Call Us
1 (844) 238-1247
1  2 This is based on a 60 year old business owner putting away $20,500 in individual contribution, $6,500 as a catch-up contribution, $38,500 as Profit Sharing, and $266,000 as Cash Balance per 2022 contribution limits.
Call us at 844-238-1247
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Fisher Investments 401(k) Solutions offers fiduciary and consulting services, including participant education to company-sponsored 401(k) plans. Investing in securities involves the risk of loss.
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