Get the DWC Cash Balance Basics Webinar On Demand_Downloadable Resource_

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 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
  • How to identify cash balance plan prospects
Partner, CFO, Consultant
DWC - The 401(k) Experts
Joe Nichols, ASA, EA, MSPA
Director of Actuarial Services
DWC - The 401(k) Experts