*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. 

THE HOSTs 

Adam PozekERPA, QPA, CPFA
Partner, CFO, Consultant
DWC - The 401(k) Experts
Joe Nichols, ASA, EA, MSPA
Director of Actuarial Services
DWC - The 401(k) Experts

What WE'll cover

  • The basic principles of defined benefit plans
  • What the differences are between traditional defined benefit vs. cash balance plans
  • How to identify cash balance plan prospects

The details

This webinar - originally presented on May 14th, 2019 - is now available for download to watch on demand. Submit the form to gain access to the recorded presentation and slide deck.

Reserve your seats: