All Defined Benefit Plans are NOT Created Equal

October 26, 2017

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