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Defined Contribution Administrator

Primark Benefits
(Telecommute / Burlingame CA)

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Retirement Plan Relationship Manager

ERISA Services, Inc.

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Senior Compliance Analyst

Ubiquity Retirement + Savings
(Telecommute / San Francisco CA / AZ / CO / FL / IL / KY / LA / MA / NC / NJ / NV / NY / OH / OR / RI / SC / TN / TX / WA)

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Retirement Plan Administration Consultant

(Minneapolis MN)

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Defined Benefit Actuarial Analyst - CONTRACTOR

Empower Retirement

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Retirement Plan Administrator

Premier Plan Consultants
(Telecommute / San Diego CA)

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Client Service Representative

Nexus Administrators, Inc.
(Telecommute / Fresno CA)

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Defined Benefit Pension Consultant

The Ryding Company
(Telecommute / Westlake Village CA)

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Senior Retirement Plan Administrator

TPS Group

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Plan Administrator

Aimpoint Pension
(Telecommute / Pompano Beach FL)

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Employee Benefits H & W Compliance Consultant

Benefit Comply, LLC

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DB/DC Administrator

Primark Benefits
(Telecommute / Burlingame CA)

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Sales Support Specialist - Pensions & Benefit Solutions Consultant / Wolters Kluwer
(Telecommute / IL) / Wolters Kluwer logo

Defined Contribution Plan Administrator

West Coast TPA Firm

Defined Benefit Pension Administrator

Actuaries Unlimited, Inc.

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View More The Retirement Advantage [TRA] Webcasts and Conferences

Demand Stays Strong for Cash Balance Plans

The Retirement Advantage [TRA]

Mar. 9, 2021
Recorded Online

Did you know that there’s still time to help your clients achieve larger tax deductions for the 2020 tax year — not to mention stepped-up retirement savings — through Cash Balance plans? The SECURE Act extended the timeline to set up a new Cash Balance plan to a business’s tax filing due date, including extensions.

As we welcome in 2021, there are still opportunities for business owners to take advantage of establishing a Cash Balance Plan for 2020 Plan Year. Although many things changed in 2020, we can still count on two guiding principles in the retirement plan business. First, many business owners and highly paid entrepreneurs are still looking for ways to lower their tax burdens. In fact, tax-saving strategies may be more important than ever before. At the same time, offering the most attractive benefits packages to the most valued employees gains greater significance as employers continue to navigate the challenges of the COVID-19 pandemic crisis.

Please join TRA and Retirement Learning Center (RLC) for an exclusive webinar on Tuesday, March 9th at 11:00 AM CT to learn how to identify and prospect potential takeover cash balance plans near you.

More Information, How to Register

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