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Cash Balance Plan
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Cash Balance Plans: Maximizing retirement plan tax benefits for business owners. Learn how a Cash Balance Plan may supplement a traditional retirement plan to increase tax-deferred savings. The Fisher Cash Balance CPE course will help you:
- Understand the risks & rewards of Cash Balance Plans
- Determine likely Cash Balance candidates
- Understand the goals of Cash Balance Plans
The Ultimate Guide to Cash Balance Plans
Check out this guide to learn about the best kept secret in leveraging company retirement programs for huge tax savings.
Cash Balance Plans
Reduce tax burden and accelerate retirement savings with a Cash Balance Plan. Check out this quick overview for key takeaways.
Reduce Annual Tax Bill by $100K+
Check out this informative infographic to find out how to leverage a retirement program for big tax savings.
IRS Contribution Limits
Use this helpful tool to reference how much business owners can save on taxes per year, based on age.
Pro Tips for Managing a Cash Balance Plan
Explore tips and tricks to make managing a Cash Balance Plan easier for the plan sponsor.
401(k) Tax Benefits for Business Owners
Tax strategies are important for any employer, but especially for the owners of small and mid-sized businesses looking to make the most of every dollar.
The Powerful Tax Benefit for Business Owners
Learn about a powerful strategy that helps business owners optimize their retirement program to save big on taxes.
More Savings, Fewer Taxes
Find out how a business owner can save over $111K in taxes annually and turbo-charge her retirement savings.
Start Up Retirement Plans and SECURE Act 2.0
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Take a Retirement Plan Course
Learn the ins and outs of the common qualified plan types to help your clients evaluate which plan type is best for their business.
- Understand Tax Credit and Deductions for qualified plans
- Compare different plan types
- Help your clients select the ideal plan type
Retirement Plan Selector Tool
Take a step toward finding the best-fit retirement plan by answering 4 simple questions.
Retirement Plan Comparison Chart
Bookmark this handy tool for a helpful side-by-side comparison of the most common retirement plans.
How to Build the Best 401(k) in Your Industry
In this actionable infographic, we've compiled data insights on how four major industries are leveraging 401(k) programs to maximize benefits.
How to Start a 401(k) for Your Business
In this comprehensive whitepaper, we help business owners understand the ins and outs of starting a 401(k) program (and the benefits they should expect).
Don't Miss These Extra Savings
There's a new tax credit that can be as high as $16,500, and it isn't just a tax deduction--it's a tax credit!
What's Better A 401(k), SEP or SIMPLE IRA?
Here are the top 5 reasons why a 401(k) is better than a SEP or SIMPLE IRA, and how to save more for retirement.
Common Mistakes When Starting a Retirement Plan
How to avoid 3 common mistakes when starting a company retirement plan.
401(k)? Food for Thought
Important items to consider before starting a company retirement plan.
Profit Sharing Case Study
See how a business owner can save over $51,000 per year by utilizing a new comparability profit sharing formula.
401(k) Basics a CPA Should Know
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Learn the 401(k) concepts a CPA should understand.
- Features of a 401(k) Plan
- Tax Advantages of a 401(k) Plan
- Optimizing the Plan
How to Start a 401(k) for Your Business
In this comprehensive whitepaper, we help business owners understand the ins and outs of starting a 401(k) program (and the benefits they should expect).
IRS Contribution Limits
Use this helpful tool to reference how much business owners can save on taxes per year, based on age.
Retirement Plan Comparison Chart
Bookmark this handy tool for a helpful side-by-side comparison of the most common retirement plans.
401(k) Service Provider Landscape
Use this helpful tool to help navigate the different roles and responsibilities of retirement plan service providers.
Types of Profit Sharing Plans
What is a Profit Sharing Plan? Why are Profit Sharing Plans good for small businesses? Get the answers to your most pressing questions about Profit Sharing Plans in this article.
5 Reasons your Employees will love a Roth 401(k)
Roth 401(k) accounts provide some distinct advantages for employees, and can play a substantial role in helping them retire comfortably on their terms.
401(k) Plan Design
Learn the top five 401(k) plan design considerations when designing a 401(k) plan.
401(k) Tax Benefits for Business Owners
In this article, you'll find three different types of 401(k) plans and their unique tax advantages.
Safe Harbor Case Study
Find out how a business owner can increase their personal annual contribution with a Safe Harbor 401(k) Plan.
Maximizing 401(k) Tax Benefits
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Strategies to help high-earning business owners save more and owe less.
- How to help business owners maximize tax benefits through their retirement plan
- How to optimize a retirement plan strategy for increased tax savings to the business owner
- How to help business owners save more retirement in a tax-advantaged way
Calculate Maximum Tax Savings for Business Owners
Try our Tax Savings Calculator to estimate how much business owners can reduce their annual tax bill.
More Ways for Employees to Save
Explore the benefits of including a Roth component in the company 401(k) plan.
Retirement Plan Comparison Chart
Bookmark this handy tool for a helpful side-by-side comparison of the most common retirement plans.
Don't Miss These Extra Savings
There's a new tax credit that can be as high as $16,500, and it isn't just a tax deduction--it's a tax credit!
Maximize Retirement Savings
Learn how utilizing a cross-tested profit sharing component can help turbo charge retirement savings.
The Powerful Benefit for Business Owners
Learn about a powerful strategy that helps business owners optimize their retirement program to save big on taxes.
Tax Savings Guide
What you need to know to unlock huge savings. This guide features actionable information designed to answer your tax savings questions.
Tax Savings Case Study
Find out how a business owner saved over $111K in taxes annually, and turbo-charged her retirement savings.
Why Work With Fisher?
With Fisher Investments in your corner, you’ll get access to our specialized partner education and support, and a clearly different retirement plan option for your clients. The best part? Our service to you is completely free with zero obligation.
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Retirement Help Desk
Get quick answers to nuanced retirement plan questions from our team of on-demand retirement specialists anytime.
RFPs and Fee Analysis
We’ll review your clients’ current fees and retirement plans, and benchmark them with a third party to get your clients the service they need at the right cost.
$1,000 One-Time Waiver
If we’re a good fit for your clients, we’ll waive the first $1,000 in fees–helping them save even more money while offering an exceptional retirement benefit.
Start-Up Plan Consulting
We’ll do the heavy lifting when your clients are ready to start a new 401(k) plan from scratch, helping them assess plan features in light of their business goals.
Business 401(k) Resources by Topic
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One of our 401(k) business specialists would love to talk to you about your companyโs retirement plan needs.
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1 (844) 238-1247
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