Professional firm cash balance plans

Professional Firm Cash Balance Plans September 21, 2009

[object Object],[object Object],[object Object],[object Object],[object Object],What is a cash balance plan?

[object Object],[object Object],[object Object],[object Object],What is a cash balance plan?

[object Object],[object Object],[object Object],[object Object],[object Object],Corporate vs. Professional Plans

[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],Sample plans

Sample plans $150,000 $800,000 Gross pay $36,513 $6,935 $16,500 (optional) $13,077 $121,674 Partner Age 35 $177,000 $122,500 $22,000 (optional) $32,500 $245,000 Partner Age 55 Total Cash Balance Pension Credit 401(k) deferral Profit Sharing Recognized Pay (net pay)

[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],Issues to consider

[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],Pension Protection Act (PPA) Changes

Questions? Van Iwaarden Associates 612-596-5961, 888-596-5960 [email_address] www.vaniwaarden.com

Professional firm cash balance plans

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Professional firm cash balance plans