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Demand Stays Strong for Cash Balance Plans

The Retirement Advantage [TRA]

Mar. 9, 2021
12:00 pm - 1:00 pm ET

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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