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Cash Balance Plans: Removing the Mystery

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Cash Balance Plans: Removing the Mystery
Presented by: Stephanie L.B. Terry, CPA, QPA, QKA, Pinnacle Plan Design, LLC & Lynn Young, EA, MSPA, MAAA, Pinnacle Plan Design, LLC
Presentation Date: Wednesday, November 30, 2016
11:00 a.m. – 12:40 p.m. CT
Continuing Education Credits: 2 NIPA CPE; 2 ERPA CPE 

Cash balance plans present an exciting opportunity for TPAs looking to broaden their revenue streams and strengthen relationships with existing clients. This webinar will deepen a TPAs understanding of effective cash balance plan design and operation, including comparisons to traditional defined benefit plans and benefits to combining with defined contribution plans. Packed with practical, timely and relevant information, the discussion will cover issues surrounding interest crediting rates, plan documents, plan terminations,  plan conversions and more. Leave the session ready to confidently engage in discussions about cash balance plans with co-workers, actuaries, and most importantly, clients!
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