WEBINAR – Capture the Opportunity in Cash Balance Plans in 2019

TRA Cash Balance Webinar

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
To Register

Consider TRA's 3(16) Fiduciary Services & Plan Administration

To alleviate the day-to-day administrative burdens of yours or your clients retirement plans.