PENTalk™ - How to Talk Plan Design and Cash Balance with Your Clients

PENTalk™ – How to Talk Plan Design and Cash Balance with Your Clients

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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? We’ll share insights on Cash Balance plan design best practices, and how to get from simple contribution design to complex contribution design – with and without a calculator – with our back of the napkin approach. We’ll talk strategies on which clients might be the best fit for a cash balance plan and provide some talking points for your client meetings.”

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.

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