This is a short summary for the Cash Balance Plan offering within the Realty One Group Retirement Exchange platform. It should provide agents of Realty One Group the opportunity to review key information on some of the features within the Cash Balance Plan option and how the account opening process will work.

IMPORTANT: The illustrations or other information generated within the ONE FUTURE website are hypothetical in nature. To get a customized quote with all relevant expense information or estimated contribution ranges about a particular plan please contact Arcwood Financial LLC, info@arcwood.com. This information provided within this site does not serve, either directly or indirectly, as legal, financial or tax advice and you should always consult a qualified professional legal, financial and/or tax advisor when making decisions related to your individual tax situation.

Arcwood Financial llc, Money Intelligence, Group IRA, Schwab and other investment providers or other associated service providers or subcontractors are independent companies. Realty One Group assist’s Arcwood Financial in monitoring service providers and helping distribute educational resources to agents as a subcontractor but is not a plan sponsor, PPP, plan administrator nor a named responsible plan fiduciary. Neither Arcwood nor any of the listed service providers or subcontractors provide tax or legal advice. Please consult a tax adviser or attorney before making a tax-related investment/insurance decision.

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ONE Future Cash Balance Plan Overview – Realty One Group Agent Retirement Plan Exchange Video

As a real estate agent, planning for retirement is of utmost importance, and Realty One Group understands the importance of providing their agents with comprehensive retirement options. Recently, the company introduced the ONE Future Cash Balance Plan, providing agents with a new retirement savings opportunity.

The ONE Future Cash Balance Plan is a unique retirement plan that combines the best features of a traditional pension plan with the portability and flexibility of a 401(k). It offers agents the ability to build retirement savings through employer contributions, investment earnings, and potential interest credits.

This innovative plan allows Realty One Group agents to contribute a percentage of their compensation to the ONE Future Cash Balance Plan while the company also makes contributions on behalf of the agent. The contributions are then invested by a professional investment manager, providing agents with the potential for growth over time.

One of the main benefits of the ONE Future Cash Balance Plan is its portability. If an agent decides to leave Realty One Group, they have the option to rollover the cash balance plan into another retirement plan or take a lump-sum distribution of the account balance.

To further explain the benefits and features of the ONE Future Cash Balance Plan, Realty One Group has created an informative and comprehensive retirement plan exchange video. This video highlights the key components of the plan, including how the contributions work, the investment options available, and the portability of the plan.

The retirement plan exchange video also provides agents with the opportunity to hear from financial experts and advisors who can answer any questions they may have about the ONE Future Cash Balance Plan. It serves as a valuable resource for agents who are looking to better understand their retirement savings options and make informed decisions about their financial future.

Realty One Group has made it clear that they are committed to providing their agents with the tools and resources they need to plan for a secure and comfortable retirement. The introduction of the ONE Future Cash Balance Plan, along with the retirement plan exchange video, is a clear demonstration of this commitment.

In conclusion, the ONE Future Cash Balance Plan offered by Realty One Group is a valuable retirement savings option for agents. With its combination of employer contributions, investment potential, and portability, it provides agents with a flexible and secure way to save for retirement. The retirement plan exchange video further enhances the understanding of this plan, ensuring that agents have the knowledge and resources they need to make the best decisions for their future.