*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. 


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: