Cash Balance Plans

A cash balance plan is an excellent tool for accumulating accelerated retirement savings and achieving significant tax deferral. Cash balance plans are great for firms with consistently strong profits, a low employee to owner ratio, and with owners that wish to contribute far more than the 401(k)/profit sharing limits allow.

So if your firm has outgrown your existing 401(k) plan and the owners wish to step up their retirement plan contributions, contact Pinnacle Plan Design. We are national leaders in cash balance plan design, with a team of four enrolled actuaries on staff. With a local office in Phoenix, Arizona we are always readily available to serve you.

Cash Balance Plan Phoenix:

Pinnacle Plan Design, LLC

2201 E. Camelback Rd., Ste 200

Phoenix, AZ 85016

(602) 792-5982

Contact: Cash Balance Plan Phoenix Administrators

Pinnacle Plan Design is proud to offer retirement plan administration services in Phoenix, AZ (Arizona), and the rest of Maricopa County, including Mesa, Tempe, Glendale, Scottsdale, Cave Creek, Chandler, Paradise Valley, Gilbert, Sun City, Surprise, Ahwatukee, Goodyear, Casa Grande, and even Flagstaff.