Cash Balance Advisors is a U.S.-based financial services firm focused exclusively on Cash Balance and other defined benefit retirement plans. Their mission is to help clients achieve their retirement goals by designing and administering customized retirement plans that maximize tax deductions and savings. The company partners with financial advisors, CPAs, and third-party administrators to provide specialized expertise in plan design, actuarial services, compliance, and ongoing administration. They position themselves as a leading national resource for this niche area of retirement planning.

Founded in

United States