Who Is a
Good Candidate?
A Cash Balance plan would be appealing to:
• Owners or partners who are contributing the maximum to their current defined
contribution plan
• Companies with a demonstrated consistent profit pattern that are comfortable
with the idea of required contributions and can bear the investment risk
• Owners or partners age 45 or older that want to accelerate their retirement savings
• Companies with a new comparability profit sharing plan
• Owners wanting to transfer their ownership interest in the next 5-10 years
Find Out More
Our representatives can answer your questions and show you how a Cash Balance
plan can work for you. For more information, call 800-923-2732.
This information is provided by Ameritas®, which is a marketing name for subsidiaries of
Ameritas Mutual Holding Company, including, but not limited to: Ameritas Life Insurance
Corp., Ameritas Life Insurance Corp. of New York and Ameritas Investment Corp.,
member FINRA/SIPC. Ameritas Life Insurance Corp.
is not licensed in New York. Each
company is solely responsible for its own financial condition and contractual obligations.
For more information about Ameritas®, visit ameritas.com.
Ameritas Life Insurance Corp. of New York
Retirement Plans Division
1350 Broadway, Suite 2201
New York, NY 10018
800-923-2732
ameritas.com
The Ameritas Retirement Advantage Series refers to a group variable annuity contract
issued by Ameritas Life Insurance Corp.
of New York (Form FA 64349).
Ameritas® and the bison design are registered service marks of Ameritas Life Insurance
Corp. Fulfilling life® is a registered service mark of affiliate Ameritas Holding Company.
© 2015 Ameritas Mutual Holding Company
For Financial Professional and Plan Sponsor Use Only.
.