What brokerage would open up my cash balance plan account so I can fund it?

We are third party administrators and we are not custodians or investment advisors. Most clients will have a relationship with a financial advisor and just use our paperwork to open an account with them. But you also could set up your own online brokerage account and fund it that way.

You can invest in basically anything you want. Most people will do stock, bonds, mutual funds, CDs etc. But you can also do real estate, etc. The big issue is that if you do real estate, you need to make sure that you can give our actuary a value at the end of the year. We need to have a fair market value of all assets in the plan as of the end of the year.