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Cash Balance 201 & Marketing

In this session Brian Smith, JULY’s Senior Institutional Sales Director, will delve into more of the technical aspects of cash balance plans. In this 1-hour session, he’ll cover:

• Review of cash balance basics
• Interest rate crediting
• PBGC coverage
• Compliance testing
• Contribution considerations
• Marketing tips
• How to get started

Apr 26, 2023 03:00 PM in Central Time (US and Canada)