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View More National Association of Plan Advisors [NAPA] Webinars, Podcasts and Conferences
The Cash Balance Connection: How Retirement Plan Advisors Expand Beyond 401(k)sNational Association of Plan Advisors [NAPA] |
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Apr. 3, 2025 On-Demand Webinar |
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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:
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