Webcast: Cash Balance Plans – Three Things You Need to Know

Defined Benefit March 18, 2021

Please join us for a timely webcast on Cash Balance Plans featuring Fiducient AdvisorsBrian 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 may not be disseminated or distributed to any other person without the prior approval of Fiducient Advisors. Any dissemination or distribution is strictly prohibited. Information has been obtained from a variety of sources believed to be reliable though not independently verified. Any forecast represent future expectations and actual returns, volatilities and correlations will differ from forecasts. This report does not represent a specific investment recommendation. Please consult with your advisor, attorney and accountant, as appropriate, regarding specific advice. Past performance does not indicate future performance and there is a possibility of a loss.

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