The leading administrator for small business and self-employed defined benefit pension plans, the most effective tax-advantaged retirement plan available.
Would you like to learn about a new way to potentially improve your tax savings while increasing your nest egg for retirement?
Try our calculator, newly updated for 2026.
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Looking for a new way to help small business owners save on taxes while increasing their retirement savings? A Cash Balance plan may be a good solution.
Learn more at our webinar this Thursday, May 7, 2026.
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If you are a high-earning, self-employed person or small business owner and filed an extension, you may still have the opportunity to save on your taxes by opening a Defined Benefit plan.
Read more here:
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Tax Day can be challenging for many, but you can turn that around when you learn effective ways to help save on taxes and for retirement.
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Do you know a small business owner with 1-5 employees who is looking for ways to increase their retirement savings and lower their taxes? Join us for our webinar on Cash Balance plans and learn if they qualify.
Register here:
https://t.co/Ji6bIbHsCr
Between the constantly changing news stories and fluctuations in the market it may seem challenging to plan for the future with so much uncertainty. We have some ideas to help.
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What was the biggest mistake people made regarding retirement savings in 2025? For many it was hitting the savings ceiling. If they are high-income self-employed they could be saving more on their taxes.
Learn how:
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Interested in learning the unique benefits of Defined Benefit plans? Join us for our webinar, February 19, 10am (ET) 1pm (PT) and receive free CE credit.
Register Here:
https://t.co/BHw79YORXB
Now that 2025 is in the review mirror it's a good time to review the changes that shaped the retirement plan market and consider where it is headed in 2026.
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As we reach the end of 2025, it’s time to close this year’s books and finish the season on a positive note. To end the year strongly, consider different ways to maximize tax savings and invest in retirement goals.
We have some tips.
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Finding the right retirement plan for small business owners that will help improve savings and decrease tax burden is the key to a healthy long-term financial plan. Learn which plan works best for different scenarios.
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Adapting to a variable market with long-term savings in mind requires flexibility. Learn some ideas for saving with ever changing conditions.
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Looking to access greater tax savings? Join us for our webinar on Partnering with CPAs. Thursday, October 16, 2025, 10am Pacific | 1pm Eastern.
https://t.co/RM1RSI0amz
Fall is a good time to look over the trajectory of the year and see where potential prospects have grown. High-income, small business owners may be eligible to invest more with a Defined Benefit plan.
Learn more on our site:
https://t.co/vcNwSO6ErM
With the right strategy you can boost retirement savings and reduce taxes. We have some ideas that may help you find the right solution for your situation.
https://t.co/kNjaJKJLog