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Defined Benefit Partners
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Course Title: Understanding Cash Balance Plans: Design, Implementation, and Administration
Course Description:
Cash Balance Plans are powerful retirement plan tools that many tax professionals encounter only occasionally — yet they can offer substantial tax and retirement benefits for clients. This 50-minute webinar, presented by CB Plan Partners, provides a clear and practical overview of how modern Cash Balance Plans are designed, implemented, and administered. Participants will gain a solid understanding of the key concepts, compliance requirements, and opportunities these plans present, enabling them to better advise clients and coordinate effectively with plan administrators and financial professionals.
Learning Objectives:
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Understand the fundamentals and structure of Cash Balance Plans.
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Identify the key steps and considerations in plan design and implementation.
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Recognize compliance, funding, and administration requirements.
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Evaluate how Cash Balance Plans can enhance a client’s overall retirement and tax strategy.
Address
6278 N Federal HwyFort Lauderdale
Broward
33308
United States
NASBA Approved providers
- National Registry