Sage Cash Balance Plan Strategies

Our strategies are managed to meet the specific objectives of a Cash Balance Plan, including principal protection, common interest crediting rate targets, and investment time horizon. We offer scalable strategies that leverage Sage’s analytical framework for Cash Balance portfolio construction and expertise in managing multi-asset class strategies.

  • DATE: September 4, 2020
  • TYPE: PDF

Featured Insights

Retirement

Cash Balance Case Study — A Small Business

The following retirement plan illustration includes adding a Cash Balance Plan to a 401(k) profit-sharing plan. . . .

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Retirement

5 Reasons to Add Cash Balance Plans to Your Toolkit

Cash Balance Plans are a type of tax qualified retirement plan that allow business owners to make large tax deductible contributions . . .

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Podcasts

How to Talk to Clients About Cash Balance Retirement Plans

Sage’s Managing Director Michael Walton and National Sales Director Bob Moser talk about how Cash Balance Plans work, who are the best candidates for this. . . .

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