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Daybright Financial
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Stones River Consulting
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Nova 401(k) Associates
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Relationship Manager – Defined Contributions Daybright Financial
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Experienced Employee Benefits Attorney Shipman & Goodwin LLP
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EPIC RPS
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Spectrum Pension Consultants (part of Daybright Financial)
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Internal Channel Sales Team Lead July Business Services
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EPIC RPS
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Director, Strategic Accounts and Channel Development July Business Services
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Director of Regulatory Operations and Compliance PCS Retirement
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Daybright Financial
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Regional Sales Director-Mid Atlantic July Business Services
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Regional Sales Director-Heartland July Business Services
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Independent Retirement
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View More National Association of Plan Advisors [NAPA] Webinars, Podcasts and Conferences
Cash Balance Plans 101National Association of Plan Advisors [NAPA] |
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Feb. 12, 2025 On-Demand Webinar |
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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:
Don’t miss this opportunity to expand your expertise and unlock the potential of cash balance plans for your clients. |