By

Phuong Jennings
The case of the real estate broker and lasting success with a cash balance plan Plan Sponsor Scenario The owner of a family real estate business was nervous to set up a cash balance plan due to the high, consistent profit patterns required and fear of the future unknowns. He was unsure about the large...
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The case of the successful private practice and the disappearing taxes Plan Sponsor Scenario A small, successful doctor’s office, was comprised of a husband and wife and a few part-time college students. The owners were paying $250,000 in quarterly taxes to the IRS, as directed by their CPA. Unfortunately, the owners (in their late 50s/early...
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If you live in California or Illinois, you might be very familiar with state-sponsored retirement plans. In fact, many other states have also implemented these programs and several others are contemplating jumping on the bandwagon.  Why do these programs exist? Why are they growing in popularity? What other options do employers have for retirement plans?...
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