Cash Balance Plans: Benefits to Owners and Employees

But Who's Counting?

Innehåll tillhandahållet av Anders CPAs + Advisors. Allt poddinnehåll inklusive avsnitt, grafik och podcastbeskrivningar laddas upp och tillhandahålls direkt av Anders CPAs + Advisors eller deras podcastplattformspartner. Om du tror att någon använder ditt upphovsrättsskyddade verk utan din tillåtelse kan du följa processen som beskrivs här https://sv.player.fm/legal.

2y ago 22:36

MP3•Episod hem

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

Make sure to never miss an episode by subscribing on Spotify, Pandora or Apple Podcasts and let us know what you think by rating and reviewing. Keep up with more Anders insights by visiting our website and following us on social media: Facebook | LinkedIn | Instagram | Twitter

32 episoder

#MBA #Business #Anders CPAs + Advisors #Accounting #Business Advisory #Financial Advisory Services #Financial Consulting #Executive #Business Leaders