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Glossary Definition

What is a Cash Balance Plan?

A cash balance plan is a type of defined benefit plan where an employer credits a participant’s account with a set percentage of their annual compensation, plus interest charges. The maximum contribution varies by age but is typically much higher than a 401(k) or a profit-sharing plan.

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Our team of tax experts has scoured tax rules and regulations to create detailed tax strategies you can use to find savings for your clients.

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Corvee Blog

Read the latest tax planning thought leadership from Corvee.

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Tax Planning Strategies

Our team of tax experts has scoured tax rules and regulations to create detailed tax strategies you can use to find savings for your clients.

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