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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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Corvee Blog

Read the latest tax planning thought leadership from Corvee.

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.

Corvee Blog

Read the latest tax planning thought leadership from Corvee.

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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