• Are you looking to reduce your taxable income each year?
• Are you currently contributing money to a Simplified Employee Pension (“SEP”) or 401(k) or other defined contribution (“DC”) plan?
• Or perhaps you aren’t making any contributions toward retirement at all?

Clarity would like to offer you a strategy that allows for the ability to make additional contributions of pre-tax dollars to optimize your retirement savings. This approach features the addition of a Cash Balance Plan, which usually provides a large enough current tax deduction to offset the cost of the program, while providing these benefits:

• Contributions for retirement that exceed the maximum contributions to a stand-alone 401(k), or profit sharing/DC plan
• Ability to accumulate retirement wealth quickly.
• Are you a Third Party Administrator (TPA) involved in administering IRC section 403(b), 457, 401(k), or other defined contribution arrangements? Clarity partners with TPAs who specialize in any related services. For more information, see Industry Resources.

These are not your everyday questions. When you choose Clarity In Numbers for your actuarial services, the Clarity professionals will help you understand your obligations, develop a course of action, and allow you to go about running your organization.

Back to Services