All Defined Benefit Plans are NOT Created Equal

Frustrated by the limitations of cash balance plans? Worried about the risks associated with cash balance plans?
Consider a Direct Recognition Variable Investment Plan (DR-VIP) from Cherry Bekaert Benefits Consulting and reap the benefits.
Plan Features | DR-VIP | Cash Balance Plans |
Maximum Contribution Per Person |
$300,000 +/- | $300,000 +/- |
Tax Deductible Contributions | ![]() |
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Tax Deferred Accumulations | ![]() |
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Contribution Certainty | ![]() |
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Optional Auto-Adjust Contributions | ![]() |
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No Underfunding Liability | ![]() |
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No Overfunding | ![]() |
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Direct Recognition | ![]() |
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No Crediting Limitations | ![]() |
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Daily Valuation | ![]() |
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Fully Automated | ![]() |
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Would you like to:
- Maximize partner benefits?
- Minimize additional staff costs?
- Eliminate underfunding risk?
- Maximize investment flexibility?
See how it works by viewing this short case study.
For more information on how you can benefit from a DR-VIP, please contact Kyle Frigon at 404.733.3256 or kfrigon@cherrybekaertbenefits.com.