Growth
INNOVATIVE INVESTMENT STRATEGIES FOR

CASH BALANCE PLANS

At kPlans, we utilize our experience in plan design, and

investments to create investment strategies dedicated specifically for Cash Balance Plans. 

Analyzing data.jpg

PLAN INVESTMENTS

Discover what makes Cash Balance Plan investments different, and how we're staying one step ahead.

Sage KIS Cash Balance Strategies

Learn about our turnkey investment solutions for financial advisers and their clients.

Business team analyzing income charts an
INVESTMENT FUND CONCEPT

FUND OVERVIEW

We partnered with Payden & Rygel to provide a dedicated Cash Balance Plan Mutual Fund, and are ready to share it with you.

A Cash Balance Plan is a qualified "hybrid" retirement plan:

Cash Balance Plan

Defined Contribution Plan

Viewable 

Account Balance

IRA Rollover

Capability

Creditor

Protected Assets

Defined Benefit Plan

Powerful

Contribution

Formulas

Substantial

Tax Deductions

Cash Balance Plans give business owners the potential to reduce their tax liability, save twice as fast, and create additional tax deductions.