Cash balance plans are the fastest-growing segment of the ERISA-qualified plans marketplace. Employer contributions tend to double when a cash balance plan is adopted alongside an existing 401(k) plan, which allows business owners to improve both their own and their employees’ retirement readiness. This session will help attendees to understand cash balance plans, which businesses should consider a cash balance plan, how cash balance plan assets should be invested, and how Manning & Napier’s solutions can help.
This webinar is approved for CFP CE credit.
James Esposito, QPA
Qualified Plans Consultant
Director of Advisor Services