A Financial Advisor’s Guide to Cash Balance Retirement Plans

The Cash Balance plan is a unique retirement tool that enables high income professionals to maximize their own retirement savings while maintaining a benefit for their staffs. Actuary Chuck Munsell and pension designer Leah DiMartino presented a guide for Financial Advisors, brokers and RIAs on how cash balance plans work and provided examples of strategies to position the cash balance plan offer to win new clients and provide greater value to these high income individuals who need more aggressive options than a 401(k) or other standard retirement benefit plans.

(View more details about cash balance plans and related documents to offering a cash balance plan to your clients here.)

• How to structure a cash balance plan for your clients
• Tax advantages and deductions for high income professionals
• Who are the right target audiences?
• Winning business with a cash balance plan

Speaker: Charles Munsell, actuary and Leah DiMartino, plan designer for Nyhart.

Presented: Tuesday, November 8, 2011

Request a private presentation

If you or your company would like to schedule a private presentation for your advisor team, please contact us at education@nyhart.com. Nyhart, one of the nation’s largest independent actuarial and employee benefits consulting firms, is pleased to present educational programs for the advisor community on retirement and employee benefit options like Cash Balance Plans.