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Defined Contribution Account Manager

Nova 401(k) Associates
(Remote)

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Relationship Manager for Defined Benefits

Daybright Financial
(Remote)

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Executive Assistant / Sales Support

M2B Retirement Consulting LLC
(Remote / Wexford PA)

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Relationship Manager/ Actuary

Daybright Financial
(Remote)

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Relationship Manager for Defined Contributions

Daybright Financial
(Remote)

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Plan Consultant II

MAP Retirement
(Remote)

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Senior Counsel - Benefits and Total Rewards

Tyson Foods
(Springdale AR)

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Senior Client Success Manager

Independent Retirement
(Remote / Portland OR)

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Client Service Specialist

EPIC RPS
(Remote / Norwich NY)

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DC Plan Administrator

Heller Pension Associates, Inc.
(Remote / Hyde Park NY / Miami FL)

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ERISA Team Leader

July Business Services
(Remote)

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Retirement Plan Administration Consultant

Blue Ridge Associates
(Remote)

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2023 Cash Balance Plans for Advisors

Nova 401(k) Associates

July 13, 2023
On-Demand
Webinar

We are pleased to offer a 60 minute webinar to financial advisors with a general knowledge of retirement plans who are looking for a retirement plan design to maximize tax deductions for their clients and help their clients contribute more for retirement.  This webinar will include the following learning objectives: 

          •  How Cash Balance Plans Work 
          •  Cash Balance Plan Advantages and Requirements 
          •  Cash Balance Plan Trends 
          •  Review of Case Studies 
          •  How to Identify Opportunities

More Information, How to Register