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How To Talk Plan Design And Cash Balance With Your Clients

Submitted by • May 21, 2020

“It’s the time of year when your clients may be looking for opportunities for greater tax deductions. A cash balance plan could be the answer – but – how do you know if your client is the right fit for this solution? We’ll share insights on Cash Balance plan design best practices, and how to get from simple contribution design to complex contribution design – with and without a calculator – with our back of the napkin approach. We’ll talk strategies on which clients might be the best fit for a cash balance plan and provide some talking points for your client meetings.”

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Voted by pentegra

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