Cash Balance 1019,246 views
By David Barrer
It’s the time of year when your clients may be looking for opportunities for greater tax deductions. A cash balance plan could be the answer – but – how do you know if your client is the right fit for this solution? How do you have the plan design conversation?
Cash Balance 101. Our virtual classroom is open and we want to provide you with the knowledge you need!
- Plan Design best practices
- Strategic selection – which clients may be the best fit and why
- Talking points for your client meetings
Understanding Cash Balance plans may present a real competitive opportunity for you as an advisor, since some of your peers may not make the effort to include this important plan design in their repertoire.Join Pentegra’s professor, Dave Barrer, QPA, QKA, TGPC as he provides instruction on an opportunity to bring value to your clients