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EPIC RPS
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Daybright Financial
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Regional Sales Director-Heartland July Business Services
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Director of Regulatory Operations and Compliance PCS Retirement
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Experienced Employee Benefits Attorney Shipman & Goodwin LLP
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Relationship Manager – Defined Contributions Daybright Financial
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Internal Channel Sales Team Lead July Business Services
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Stones River Consulting
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Nova 401(k) Associates
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Regional Sales Director-Mid Atlantic July Business Services
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Daybright Financial
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EPIC RPS
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Independent Retirement
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Director, Strategic Accounts and Channel Development July Business Services
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Spectrum Pension Consultants (part of Daybright Financial)
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Cash Balance Plans: An Alternative for Small BusinessesPentegra |
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Nov. 5, 2025 On-Demand Webinar |
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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. |