The Cash Balance Connection: How Retirement Plan Advisors Expand Beyond 401(k)s

National Association of Plan Advisors [NAPA]

Cash balance plans are gaining traction as 401(k) sponsors seek innovative ways to enhance retirement offerings. Yet, misconceptions about complexity often deter advisors and consultants from tapping into this expanding market. How can these plans streamline your role—one requiring less time and resources than 401(k)s—while strengthening your value as a trusted advisor?

We’ll take a comprehensive look by exploring the growing opportunities in the cash balance market, debunk common myths, and highlight strategies to effectively support plan sponsors. It will elevate your service model and redefine your impact as an advisor or consultant.

Learning Objectives:

1. Distinguish cash balance plans from 401(k)s and their unique value for plan sponsors.
2. Explore opportunities to enhance your service model with cash balance plans.
3. Clarify misconceptions about cash balance plan complexity and build confidence in this expanding market.

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