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View More American Society of Enrolled Actuaries [ASEA] Webcasts and Conferences

To DB or Not DB - That Is the Question

American Society of Enrolled Actuaries [ASEA]

June 25, 2019
Recorded Online

Why are cash balance plans so popular? Now that cash balance plans are pre-approved, what is the future for traditional defined benefit plans?

We will discuss what makes cash balance plans attractive and situations where a traditional DB plan may make more sense.

Learning Objectives:

  • Compare cash balance vs. traditional DB plan designs.
  • Explore when a traditional DB plan formula has an advantage over cash balance.
  • Identify clients who may be better suited for a traditional DB plan design.

Speaker: Mary Ann Rocco, EA, MSPA

More Information, How to Register

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