Cash balance plans in the retirement planning market

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Credit Hours: 1 | Not approved in: OK, TX, VA and WA
Intended for ASPPS, CFP,  CIMA, CLU/CHFC, CPE

A brief history of qualified plans and how the growth of defined contribution salary deferral plans impacted the development of cash balance plan; what a cash balance plan is; key features of cash balance plans; what types of businesses are best suited to establish a cash balance plan; how to set up such a plan; and a case study showing a snapshot of how cash balance plan contributions might look from a sample professional services firm.