Videos and Webcasts

Cash Balance 101

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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!

Core Curriculum

  • 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

Author

David Barrer

As the National Director of TPA Markets, Dave manages our TPA sales. His focus is to promote Pentegra as the “go-to” expert for 3(16) fiduciary outsourcing and TPA services, as well as a large case  Multiple Employer Plan (MEP) partner for advisors and recordkeepers. He serves as a resource for the organization in expanding Pentegra’s TPA footprint and in working with our advisor-partners nationwide to market Pentegra’s unique fiduciary services platform.