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Cash Balance Plans – Prospects, Design and Administration

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Cash Balance Plans - Prospects, Design and Administration

Presented by: Lorraine Dorsa, FCA, MAAA, MSPA, EA, CEBS, Aegis Pension Services
Original Broadcast Date: Tuesday, August 26, 2014, 11:00 a.m. – 12:40 p.m. CT
Continuing Education Credits: 2 NIPA CPE; 2 ERPA CPE

Cash balance plans, usually in combination with a 401k(k) profit sharing plan, are becoming an increasingly popular choice for professional practices and other closely held businesses.  To best serve your clients (and to attract new clients), you need to be familiar with cash balance plans and be able to include them in your practice.

This webcast is directed at plan administrators and consultants, not actuaries.  It will teach you the experienced 401(k) plan administrator how cash balance plans work, how they differ from defined contribution plans, how they can best be designed to coordinate with 401(k) plans and how they must be administered.  It will address plan design and marketing issues as well as the administrative procedures you need to have in place to successfully include cash balance plans to your practice.


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