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