Cash Balance Plans 101

National Association of Plan Advisors [NAPA]

Cash balance retirement plans offer unique advantages for certain investors, yet their complexity often deters advisors from exploring this powerful option with their clients. Are you ready to confidently bring cash balance plans into your advisory toolkit?

Led by Jared Porter, COO, 401GO, and Sue Hardy, Head of Plan Design, 401GO, this session breaks down the fundamentals of cash balance plans in a way that’s accessible, practical, and geared toward advisors new to the topic.

What you’ll learn:

• The similarities and differences between cash balance plans and other retirement plans
• When and why to combine a cash balance plan with a 401(k)
• How to address common client concerns about cash balance plans

Don’t miss this opportunity to expand your expertise and unlock the potential of cash balance plans for your clients. 

More Information, How to Register