Home | Cash Balance Plans by MKAM

Cash Balance Plan Highlights:

Build $3.4 million in tax deferred wealth in ten years, or less.
Roll the cash balance plan into an existing or new RIA when you retire.
10X the tax deductions of a traditional 401(k).
Dramatically reduce your tax bill.
Use cash balance plans as a recruitment tool.
Low cost, simple, customizable, and flexible.
Easy to administer with the right quarterback organizing the service providers.

Credentials

Our Services

Plan Design:

Our team of experts will work with you to design a Cash Balance Plan that aligns with your company's goals and objectives, ensuring compliance with IRS regulations and maximizing retirement benefits for you and your employees.

Administration:

We partner with third party administrators that handle all aspects of plan administration, from participant recordkeeping to compliance testing and reporting, allowing you to focus on running your business with confidence.

Consulting and Compliance:

Stay ahead of regulatory changes and compliance requirements with our ongoing consulting and support services. We'll keep you informed and help you navigate the complexities of Cash Balance Plan administration.

Investment Advisory:

Our experienced investment advisors can assist you in selecting and monitoring investment options within your Cash Balance Plan, helping you optimize investment performance and minimize risk.