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.
- 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
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