Powerful Savings with Maximum Benefits: Pension Plans

At Birdseye Pension Group, we specialize in designing pension plans, including Cash Balance and Defined Benefit plans, tailored for businesses and high-earning professionals looking to elevate their retirement strategy. These plans offer generous contribution limits and substantial tax advantages, creating a powerful savings tool.

A Cash Balance Plan acts as a hybrid pension, with individual accounts that grow through employer contributions and interest credits, offering a straightforward and predictable benefit. It's an attractive, tax-efficient option for both employers and employees.

Defined Benefit Plans promise a guaranteed monthly benefit at retirement, calculated based on salary and years of service. This is an ideal option for high-income professionals and business owners looking to maximize retirement savings and tax deductions.

With our dual expertise as CPAs and third-party administrators, we deliver comprehensive, customized pension solutions. We help reduce taxable income, potentially lowering your tax bracket while ensuring long-term financial growth. At Birdseye Pension Group, you’ll receive ongoing support to ensure your retirement plan aligns with your evolving goals and market conditions.