If you want to know how you can help clients accelerate retirement saving with Cash Balance Plans, please join us for an exclusive webinar on Thursday, October 24, 2019 at 1 PM CST.
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 webinar — presented by industry expert John Markley, ASA, FCA, MAAA, FSPA, CPC, 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 2019 – 2020 selling season
