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Cash Balance Plans: Benefits to Owners and Employees
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While traditional 401(k) retirement plans are commonplace at most companies, business owners can reap multiple benefits from a cash balance plan option. In this episode of But Who's Counting? , host David E. Hartley sits down with Claris Advisors Senior Vice President + Wealth Advisor, Scott H. Iverson, to discuss how cash balance plans differ from pensions of the past. We cover several topics, including:
- Tax benefits for business owners who add a cash balance plan to retirement offerings
- How cash balance plans can be used as a talent retention tool
- Levers to pull to create maximum benefits for the business and its employees
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