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Webcast: Designing and Maximizing a Cash Balance Plan Now and Into the Future

May 12, 2022

May 25, 2022 11:00 am - May 25, 2022 11:30 am

place
Virtual

Cash balance plans require thoughtful design and management from start-up to maturing plans. Join our panel for this brief webcast as they discuss:

  • Cash Balance Plan design and implementation
  • Investment strategies for different plan objectives and changing market conditions
  • Legal and regulatory updates
  • Tax advantages and design considerations with other retirement programs

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Brian Carlson

Managing Partner, Senior Consultant

Kathryn Pizzi

Partner, Senior Consultant

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