Upcoming WEBCAST: How the New Tax Law Impacts Qualified Retirement Plans – Tuesday Feb 6, 11 am PT
Tuesday February 6, 11 am – 12 pm PT: Join Dan Kravitz for an in-depth look at how the new tax law affects qualified retirement plans, and Cash Balance plans in particular. Dan will explain how tax incentives change in 2018 based on the new rules for pass-through entities and how business owners can plan ahead. This informative and engaging webinar will include case studies and qualified retirement plan design considerations for 2018 and beyond. REGISTER NOW
Cash Balance Investment Basics
Each 2 minute video gives a basic overview of how investing with a Cash Balance plan is different from investing with a 401(k) plan.
The Cash Balance Advantage
Cash Balance plans can make a huge impact on your bottom line and financial security. Learn the specifics of a how these plans could benefit you.
The Fundamentals of cash Balance Plans
What are Cash Balance plans? Each video gives you the basics for these plans.
Cash Balance WEBCASTS
Presented by Dan Kravitz and Martha Ophir on August 2, 2016.
- Download Cash Balance Outlook 2016 presentation handouts
- Download the 2016 National Cash Balance Research Report
Presented by Dan Kravitz, December 2010
Presented by Dan Kravitz & Martha Ophir, September 2015
- Download Cash Balance Outlook 2015 presentation handouts
- Download the 2015 National Cash Balance Research Report
Presented by Dan Kravitz & Martha Ophir, July 2014
Interview with Steve Sansone at the PlanAdviser National ConferenceWATCH NOW