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The mid-career physicians were dissatisfied with the quality of a 200-physician medical group’s pension plan.
The retirement committee undertook an external plan-redesign bid process to see if they could increase pre-tax contributions.
Many physicians worried that the current plan did not meet their retirement security needs.
When the committee learned about the Cash Balance option, they knew they had found the answer.
They added a Cash Balance plan and more than doubled tax-deferred contribution amounts for the physicians.
After 15 years of growing a small business from a garage to a sophisticated operation exporting internationally, four partners set their sights on getting prepared for retirement.
All had invested heavily in growing the firm and felt significantly behind in their retirement savings goals.
An all too common situation.
Our partners at Kravitz added a Cash Balance plan to the 401(k) Profit-sharing plan currently in place.
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