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Why Cash Balance Plan Solutions?

Cash Balance Plan Solutions (CBPS) enables you to devote your time to critical business matters by providing custom solutions that help you manage your retirement plan and employees. We offer clients exceptional quality and diverse capabilities and retirement plans, tax planning, executive benefits, insurance, as well as a suite of specialized consulting business services and solutions. Our goal is to provide a single focus... your success. CBPS will document and deliver your recommendations to you to ensure best practices for you and your employees.

This material was created for educational and informational purposes only and is not intended as ERISA, tax, legal or investment advice. If you are seeking investment advice specific to your needs, such advice services must be obtained on your own separate from this educational material.

Recruit. Retain. Reward.<br/>

Discerning clients deserve better. We are committed to bringing these plans to life for the right business. And we are committed to delivering an excellent and referable experience to clients.

What makes us who we are? Our niche focus is key. We have the focus and know-how. Through our strategic relationships, we are committed to delivering a seamless, high-quality plan experience that simplifies management and potentially maximizes value.

A Cash Balance Plan may not be appropriate if there are wide swings in profit from year to year, major uncertainty regarding future profits, or if the "give" (cost) to employees is too great in relation to the "get" (tax-deferral) for business owners. 

Greg Bernhard

G. Gregory Bernhard, CFP® MBA

Founder & President

info@cashbalanceplansolutions.com

Cash Balance Plan Solutions was founded by Greg Bernhard, CFP®. Greg is also the founder and president of PlumTree Financial, Inc. After years of working with Cash Balance and Nonqualified Deferred Compensation (NQDC) plans, Greg...

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What Makes Us Who We Are

Cash Balance Plan Solutions exists to bridge the gap between opportunity and execution, ensuring that businesses and their employees can fully realize the advantages these plans provide.

Our top priority is to foster growth, deliver value, and provide retirement plan solutions that empower both sponsors and participants. By combining deep industry knowledge with a client-first approach, the work continues to drive meaningful outcomes and lasting impact in the retirement planning space.

Niche Focus

Specialization in Cash Balance and NQDC plans ensures deep expertise and precision.

Strategic Partnerships

Collaborations with trusted professionals create a seamless, high-quality plan experience.

Simplified Management

Processes are designed to reduce complexity and streamline administration.

Maximized Value

Plans are structured to deliver meaningful benefits for business owners and key employees.

Contact UsInterested in keeping your best employees and making your company more attractive to new talent?

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