An Introduction to Cash Balance Retirement Plans
Sage’s Managing Director Michael Walton and National Sales Director Bob Moser talk about how Cash Balance Plans work, who are the best candidates for this. . . .
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Sage Cash Balance Plan Strategies
Our strategies are managed to meet the specific objectives of a Cash Balance Plan, including principal protection, common interest crediting rate targets, and investment time. . . .
Cash Balance Case Study — A Small Business
The following retirement plan illustration includes adding a Cash Balance Plan to a 401(k) profit-sharing plan. This action allows the partners significantly higher contribution limits. . . .
5 Reasons to Add Cash Balance Plans to Your Toolkit
Cash Balance Plans are a type of tax-qualified retirement plan that allow business owners to make large tax-deductible contributions into a tax-qualified trust. With the. . . .
Credit Spread Dispersion Between Cyclical and Non-Cyclical Industries Reveals Opportunities
September 4, 2020 — While corporate credit spreads flatlined in August, Sage sees opportunities among select consumer cyclical sectors that have yet to fully recover.
The “E” in ESG Investing
Sage ESG research analysts Andy Poreda and Sara Rodriguez discuss environmental risk factors that are financially material for companies and illustrate through Sage’s case study. . . .
Women & Wealth – A Powerful Force We Can’t Afford to Lose
August 25, 2020 — In the past 60 years, women have amassed great financial power and now control 32% of the world’s wealth. The pandemic. . . .
Women, the Pandemic, & ESG Investing
The pandemic has magnified longstanding women’s issues. How can environmental, social, and governance (ESG) investing advance gender equality? The women of Sage weigh in.