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Retirement Plan Administrator

The Pension Design Group
(Remote / Columbus OH / Hybrid)

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3(16) Plan Customer Liaison, Enrollments

Compass
(Remote / Stratham NH / Hybrid)

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Relationship Manager

Compass
(Remote / Stratham NH / Hybrid)

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Pension Administrator

PPS Pension Services
(Remote / Williamsville NY / Hybrid)

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Senior 401k Plan Administrator

FMI Retirement Services
(Remote / Huntington NY)

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Senior Retirement Plan Administrator

Daybright Financial
(Remote)

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Sr 5500 & Notices Manager

401k Generation
(Altamonte Springs FL / Hybrid)

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Health Benefits Actuarial Consultant

BPAS
(Remote / NY / Hybrid)

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Benefits Manager

LucidHealth
(Remote)

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Retirement Plan Consultant

July Business Services
(Remote)

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Benefits Manager

Hilldrup.com
(Stafford VA / Hybrid)

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Enrolled Actuary

DWC (The 401k Experts)
(Remote)

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Participant Services Representative West Coast

BPAS
(Remote / Spokane WA)

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Director of Benefits

Benesch Friedlander Coplan & Aronoff
(Cleveland OH / Hybrid)

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Actuary Analyst

ERISA Services Inc.
(Remote)

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ERISA Team Lead

July Business Services
(Remote)

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View More TRA [The Retirement Advantage] Webinars, Podcasts and Conferences

Demand Stays Strong for Cash Balance Plans

TRA [The Retirement Advantage]

Sept. 27, 2023
On-Demand
Webinar

Attend this course to learn how cash balance plans help business owners and highly paid entrepreneurs find ways to lower their tax burdens and attract and retain highly qualified employees. 

Learning Objectives:

  • Determine small business owner goals and questions
  • Become familiar with plan alternatives and design options
  • Understand cash balance plans and how they work at a high level
  • Consider business income issues 
  • Coordinate the right team members for decision

More Information, How to Register