Videos and Webcasts

Cash Balance Plans: An Alternative for Small Businesses

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By David Barrer
This course explores cash balance retirement plans and their uses, how they operate and how they can be used in conjunction with 401(k) plans. Identification of organizations that may benefit from a cash balance plan and how to initiate these discussions with business is discussed. Also covered are cash balance plan design considerations, reporting and compliance rules and the process by which these plans are established.

*Disclaimer: This recording is not eligible for Continuing Education Credits

Author

David Barrer

As the National Director of TPA Markets, Dave manages our TPA sales. His focus is to promote Pentegra as the “go-to” expert for 3(16) fiduciary outsourcing and TPA services, as well as a large case  Multiple Employer Plan (MEP) partner for advisors and recordkeepers. He serves as a resource for the organization in expanding Pentegra’s TPA footprint and in working with our advisor-partners nationwide to market Pentegra’s unique fiduciary services platform.