Our Expertise

Cash Balance Plans

Cash Balance Plans serve as a supplement to current benefit plans. Moneta Group has the expertise to help you:

  • Manage investments to an annual targeted return goal
  • Work with your actuaries and providers/record keepers on plan design
  • Educate your employees about plan options and benefits

Cash Balance Plans enable business owners, physicians and other professionals to accrue significant retirement assets in addition to 401(k) plan benefits.