Cash Balance Calculator
Maximum Savings Opportunities
Unlike Defined Contribution plans, which restrict levels of savings to around $50,000, Cash Balance plans allow for higher contribution amounts in a qualified retirement program.
Wondering how much more you could save by utilizing a Cash Balance plan? Try our calculator below.
Calculate how much you could save in a CB plan
Your 2025 annual Cash Balance contribution could be as high as:
$0.00Do you have additional partners or employees you need to take into consideration?
Would you like to get a detailed actuarial illustration on your exact amount?
Click below to get your free illustration for a larger population or contact us to get started designing your plan today.