Cash Balance Plans: The Smart Choice for Successful Business Owners

Rob Vidin, 2nd VP, Actuary, The Standard

June 11, 2020

This session will cover the practical aspects of implementing and managing a cash balance plan from the decision to start one through the entire life cycle of the plan, including plan termination. Topics will include: plan design and implementation, investments, plan management through the business cycle, retirement and plan termination.

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