Cash Balance Plans: Maximizing Benefits for the Business Owner

Thursday, May 28, 2020 1:00 PM ET

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Webinar Overview

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

Nikki Hamblin

Director of Advisor Services