Cash Balance Plans

Are you looking for a pension plan for your employees which offers goal oriented savings?

Are you interested in a quick and simple way for you and your employees to begin planning your retirement?

Look no further than Elite Retirement Consultants

ERC's Cash Balance Solutions Provide:

Investment Options – Participants have a wide range of investment options through ERC's alliance with several of the world's largest investment houses.
Flexible Contributions– Participants can make contributions of up to $11,500 per individual in 2010. ($14,000 for individuals ages 50 and over.)
Cost Savings – Low administration and limited costs minimize your expenses.
Tax Credits Available – Businesses may recieve a tax credit of up to $1,500 over three years for administrative expenses related to establishing a Simple IRA plan.


  • Employee deferals and employer matching contributions.
  • Participants direct their own investments.
  • Quarterly on-site planning and educational sessions for you and your employees.
  • Withdrawals at any time, but IRS penalties encourage long-term savings focus.

Streamlined ERC Solution - ERC's proprietary daily recordkeeping and administrative services allow you to bundle investment and trustee services from outside providers into a single cost-effective package. If you prefer, leverage a relationship with a valued ERC Alliance Partner. 

LPL Financial Representatives offer access to Trust Services through The Private Trust Company N.A., an affiliate of LPL Financial. 

We Have the Tools and Background to Provide the Services That May Fit Your Needs



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