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EPIC RPS
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July Business Services
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Combo Retirement Plan Administrator Strongpoint Partners
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Cash Balance/ Defined Benefit Plan Administrator Steidle Pension Solutions, LLC
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Retirement Plan Consultants
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Strongpoint Partners
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MVP Plan Administrators, Inc.
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BPAS
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Nova 401(k) Associates
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ESOP Administration Consultant Blue Ridge Associates
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Managing Director - Operations, Benefits Daybright Financial
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Compass
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DC Retirement Plan Administrator Michigan Pension & Actuarial Services, LLC
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Retirement Plan Administration Consultant Blue Ridge Associates
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Anchor 3(16) Fiduciary Solutions
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Mergers & Acquisition Specialist Compass
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Relationship Manager for Defined Benefit/Cash Balance Plans 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. |