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Definition

Solo Cash Balance + 401(k)

A Cash Balance plan paired with a 401(k) for a business owner with no other eligible employees.

A Solo Cash Balance + 401(k) design pairs a single-participant Cash Balance plan with a 401(k) plan, typically for a business owner (and sometimes a spouse). It lets the owner save well beyond 401(k) limits alone.

See it with your own plans

Book a walkthrough of Equaplan

We'll walk through a valuation from census to Schedule SB, and talk about how your firm works today.

What the demo covers

  1. 1A live walkthrough from census to Schedule SB
  2. 2A look at templates, calculators, and team roles
  3. 3Time for your questions about setup