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
Tax Deferred Accumulations
Contribution Certainty
Optional Auto-Adjust Contributions
No Underfunding Liability
No Overfunding
Direct Recognition
No Crediting Limitations
Daily Valuation
Fully Automated

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.