Odds are that you have business-owner clients who’ve told you: “I wanted to save more for retirement years ago, but I was focused on growing my business.” Or you may know highly compensated professionals who also haven’t saved enough for retirement.
If you want to know how you can help clients like these accelerate retirement saving with Cash Balance Plans, please join us for an exclusive FREE seminar on Tuesday, March 17, 2020 from 11:30 am – 1:00 pm PST, for a Lunch and Learn Seminar.
Cash Balance Plans aren’t new, but they are the fastest-growing segment of the retirement plans market, in part because they:
- Allow for substantially larger tax-deductible contributions versus other types of plans
- Help business owners attract and retain top talent
- Are both cost- and tax-efficient
- Allow for varying contribution levels
- Can be added to another qualified plan
In this exclusive seminar — presented by industry expert Darin Erdmann, you will learn:
- Why Cash Balance Plans are so popular
- How to identify qualifying candidates
- The impact of the 2017 Tax Cut and Jobs Act on these plans
- Sales tactics and timelines for the 2020 selling season
| When: | Tuesday, March 17, 2020 | 11:30 AM – 1:00 PM PST |
| Where: |
The Grill at Quail Corner |
| Topic: | Cash Balance Plans Accelerate Retirement Saving |
