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cash balance plan

September 1, 2010 By Mark Schulte Leave a Comment

Cash Balance Plans as Buy-Out Tools

Cash balance plans can serve a multitude of purposes in partnerships and similar firms. We traditionally see them as retirement tools that allow shareholders to make very large tax-deductible retirement contributions while at the same time providing meaningful benefits to their employees. In this …

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July 15, 2010 By Mark Schulte Leave a Comment

Cash Balance Gateway Contributions

One of the hurdles that business owners face when exploring a cash balance plan is deciding whether the cost of the plan justifies the cash balance deduction opportunities. It is a bit of a balancing act, but this post will review one such cost: the IRS “gateway contribution” for cross-tested cash …

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June 25, 2010 By Mark Schulte 3 Comments

Cash Balance Plans: Eyes Wide Open

As we’ve mentioned in previous posts, there has been a lot of press this year about cash balance plans and how they can provide great retirement deferral opportunities for certain types of plan sponsors: law firms, physicians groups, and small employers. However, there is the occasional case of …

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