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Retirement Plan Compliance Consultant Capital Group
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Qualified Pension Services, Inc. (QPS)
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Retirement Plan Consultants
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Director of Retirement Plan Administration & Operations WealthHarbor Capital Group
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Defined Contribution Compliance Consultant Loren D. Stark Company (LDSCO)
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Associate Consultant / Retirement Plan Analyst Spectrum Pension Consultants, Inc.
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Distributions and Deconversions Specialist July Business Services
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Benefit Resources, Inc.
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Employee Benefits Account Manager U.S. Retirement & Benefits Partners
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Retirement Plan Consultant / Account Manager Spectrum Pension Consultants, Inc.
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The Finway Group
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GreatBanc Trust
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Cash Balance Plans: An Alternative for Small BusinessesPentegra |
Nov. 20, 2024 2:00 p.m. ET Webinar |
This course explores cash balance retirement plans and their uses, how they operate and how they can be used in conjunction with 401(k) plans. Identification of organizations that may benefit from a cash balance plan and how to initiate these discussions with business is discussed. Also covered are cash balance plan design considerations, reporting and compliance rules and the process by which these plans are established. |