Trusts & Estates

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Trusts & Estates

Striking the Right Balance: Cash Balance Plans for Professional Practices and Closely Held Firms

by Bernstein Wealth Management Research Reports

This study examines:

  • How cash balance plans can secure better retirement outcomes for professionals
  • Why a plan’s asset allocation, crediting rate, and shortfall terms are so important
  • Why an allocation tilted toward bonds provides the best risk/reward trade-off

Learn more about including cash balance plans in retirement planning by downloading this document.


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