Cash Balance Plans are a powerful tool, but many advisors and CPAs need more support to bring this strategy to their clients with confidence, clarity, and credibility. Cash Balance Consultants exists to provide that support, with dedicated specialists alongside you on every plan.
Call us before there's even a case. A dedicated consultant helps you assess fit, prepares the illustration quickly, and walks through the numbers with you before the client ever sees them. If you want us in the meeting, we're there.
Once the plan is in place, we manage the data collection, year-end calculations, and ongoing compliance. You work with the same consultant who knows the plan's history, and you have a direct line when a question comes up.
Complimentary value-added services for advisors and CPAs, including one-on-one Cash Balance education and group presentations to build expertise, strengthen client conversations, and support confident delivery of Cash Balance strategies.
We believe thoughtful plan design starts with the client's goals. Whether considering market return or fixed-rate designs, contribution strategy, or broader funding objectives, we build each plan around what the client is trying to accomplish.
CBC Easel is our proprietary system for cash balance work, custom built to small business Cash Balance work. It will bring illustration requests that take about ten minutes instead of back and forth emailing of census files and plan documents: paste the census straight from the client's spreadsheet, answers are checked as they're entered, and verified figures come back from our actuaries.
Soon, it means one login where the advisor, the CPA, and the client see the same plan information (documents, balances, illustration progress, annual filings) throughout the onboarding and annual process.
