Current Members
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Certification Exam: becoming a Cash Balance Consultant (CBC)
Please use the link below when you’re ready to take the online CBC exam. It will take about 30 minutes to complete. There are 30 questions, all Y/N or multiple choice, all based on the materials covered during the 4 webinars. You will instantly receive your score and can re-take the exam up to 2 additional times case you don’t get the 70% passing score.
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2022 Recorded Trainings
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Watch Cash Balance 101 Video 
2022 Presentation Slides – 101 PDF
Watch Cash Balance 201 Video
2022 Presentation Slides – 201 PDF
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Program Information
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Marketing Resources
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Cash Balance Marketing Materials
- 2020 National Cash Balance Research Report
- 10 Questions to Ask Your Actuary
- Ideal Candidates / Contribution Limits Card
- Cash Balance 101 Handout
- Complete Contribution Limits Table
- Cash Balance Tax Advantages – Overview of New Tax Law
- Retirement Plan Limits Card
Cash Balance Illustrations
- FuturePlan Simplified Census Form – Obtain a Free Custom Illustration
- Understanding Your Cash Balance Illustration – FAQ
- Sample Cash Balance Illustration – Midsize Company
- Sample Cash Balance Illustration – Solo Plan
- Sample Cash Balance Illustration – Small Business
- Sample Cash Balance Illustration – Professional Practice
Presentations
Interest crediting rate options
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