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July 14, 2022

But Who’s Counting? Episode 9: Cash Balance Plans: Benefits to Owners and Employees

While traditional 401(k) retirement plans are commonplace at most companies, business owners can reap multiple benefits from a cash balance plan option. In this episode of But Who’s Counting?, host David E. Hartley sits down with Claris Advisors Senior Vice President + Wealth Advisor, Scott H. Iverson, to discuss how cash balance plans differ from pensions of the past. We cover several topics, including:

  • Tax benefits for business owners who add a cash balance plan to retirement offerings
  • How cash balance plans can be used as a talent retention tool 
  • Levers to pull to create maximum benefits for the business and its employees

Tune in to the full episode on Spotify or Apple Podcasts.

About But Who’s Counting?

A brand new podcast brought to you by Anders CPAs + Advisors, But Who’s Counting? is designed to provide real-world takeaways and examples of how business owners and C-suite executives can improve areas of their business. Podcast host and Anders Partner and Director + Advisory, David E. Hartley, sits down with fellow advisors and subject matter experts to share what they’re seeing in the marketplace and actionable advice business leaders can use to empower growth today and in the future.

Listen to But Who’s Counting? by subscribing on Spotify or Apple Podcasts and let us know what you think by rating and reviewing.

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