Emparion Offers $1,000 Early Bird Discount for New Defined Benefit Cash Balance Plans

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In addition to free plan design, we are offering a $1,000 discount for new cash balance defined benefit plans.

One of the best tax and retirement strategies available. A $100,000 contribution in a 40% tax bracket yields tax savings of $40,000. Not too bad.

Emparion, a leading provider of cash balance plans and other innovative retirement solutions, is offering a $1,000 early bird discount for new cash balance plans that are established by November 15, 2018.

Cash balances plans are a little-known retirement strategy for business owners. Our customized plans are tailored for your business. It is common for business owners to be able to contribute in excess of $100,000 into a plan and take a tax deduction for the full amount. They are excellent solutions for clients who want to supercharge their retirement and save big money on taxes.

“We know that cash balance plans are tax-favored solutions for many business owners. Clients need to go through an analysis to determine funding levels and plan design. December 31st is the last day to establish a plan for 2018 and get a tax deduction for the year. Accordingly, the month of December is a busy time for us. As a result, we are offering clients a $1,000 discount if they want to get a plan in place before our busy season, “ said Paul Sundin, Founder and CEO of Emparion.

As part of our solution, we provide a FREE cash balance plan design for any business owner who wants to determine if a plan is right for them. Once we receive some basic information about your business, we will give you a custom plan illustration for your review. For new clients, we also provide the following:

  • Up to 5 free plan illustrations;
  • Free cash balance plan design;
  • Establishment of all plan documents;
  • Review of plan design by actuary; and
  • Communication with financial advisor and CPA.

At Emparion, we understand that retirement planning can be challenging. Many financial planners and CPAs just don’t understand cash balance defined benefit plans. Our goal is to provide strategic advice to our clients and provide a retirement and tax structure that works for them.

Please call us today at 1-844-340-1000 to take advantage of our discount or to talk to one of our plan consultants.

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Paul Sundin
Emparion, LLC
+1 (480) 253-7460
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