Identifying and Engaging Cash-Balance Plan Prospects

401(k) Rekon Session Spotlight

With taxes on the rise, now is the time to speak with clients and prospects about opportunities with Cash Balance plans. This presentation uses real world case studies to help you understand the basic features, including funding requirements, eligibility, testing, and more. Learn how to explain the advantages and disadvantages, who the ideal candidates are, and how to begin a conversation about Cash Balance plans with them.



Cleveland, OH 401(k) Advisor Symposium


Thursday, May 25, 2017


8:30 AM - 12:30 PM

Steve Stone

Regional Sales Consultant

Session Content Partner

*The contents of this page are not representative of the session content partner company. This page is a separate entity provided by Rekon Intelligence for advisor awareness purposes only.