Please join us for a timely webcast on Cash Balance Plans featuring Fiducient Advisors‘ Brian Carlson and Kate Pizzi.
Join this webcast for a discussion on:
• How investment strategies for market rate of return plans differ from prior fixed or variable crediting rate designs
• Evolving investment strategies from starting a new plan to maturing plans, including termination and restart opportunities
• Investment allocations in today’s low interest rate and high equity valuation environment
The information contained herein is confidential and the dissemination or distribution to any other person without the prior approval of Fiducient Advisors is strictly prohibited. Information has been obtained from sources believed to be reliable, though not independently verified. Any forecasts are hypothetical and represent future expectations and not actual return volatilities and correlations will differ from forecasts. This report does not represent a specific investment recommendation. The opinions and analysis expressed herein are based on Fiducient Advisor research and professional experience and are expressed as of the date of this report. Please consult with your advisor, attorney and accountant, as appropriate, regarding specific advice. Past performance does not indicate future performance and there is risk of loss.