Everything You Want To Know About Cash Balance Plans*
*But Are Too Afraid to Ask
Have you had this conversation in the past?
Client: How can I save more money than is allowed in a 401(k) plan?
Advisor: That's easy...in a cash balance plan!
You've answered the easy question, but what about the questions that follow? Get the answers to your cash balance questions. This webinar - originally presented on May 14, 2019 - is now available for download to watch on demand.Submit the form at right to gain access to the recorded presentation and slide deck.
What WE cover
The basic principles of defined benefit plans
What the differences are between traditional defined benefit vs. cash balance plans
