But Who's Counting?

Cash Balance Plans: Benefits to Owners and Employees


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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

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But Who's Counting?By Anders CPAs + Advisors

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