This webinar is an introductory course covering the benefits of small business owners using cash balance and defined benefit plans as a tax strategy. 

We’ll review the different plan options available, how they are different from traditional retirement plans, and the IRS guidelines surrounding these plans. We’ll outline the ideal client that benefits from these solutions as well as share case studies that will show you how to combine your clients’ current plans with additional benefits.

Learning Objectives:

• Identify how cash balance and defined benefit plans are different from traditional retirement plans that are being used in the market


• Determine the type of business or solo proprietor that is the ideal client to take advantage of these types of plans


• Recall the IRS guidelines surrounding cash balance and defined benefit plans