2011 Education Series Part 1: Enhanced Plan Design
Please join us for Part 1 of our 2011 Educational Series. Is your client’s retirement plan meeting its objectives? Are there design features that they are missing out on that could enhance their existing retirement plan benefits? Please see below for more info on our upcoming webinar!
Part 1: Enhanced Plan Design
Join us for a discussion of some advanced plan design features that you may not be aware of. Learn some of what can help distinguish you from other advisors in the eyes of your clients!
CBC will provide a high level overview of enhanced plan features like Safe Harbor, Cash Balance, DB/DC Combo Plans, what distinguishes a retirement plan which is Benefit Focused from one that is Lump Sum Focused (such as the traditional split funded insured defined benefit plan), etc.
Designing the optimal plan for a particular client depends as much on information about the client as it does on knowledge of retirement plan laws and provisions. In this webinar we will tell you the important questions to ask your clients, the information to gather from your clients, and present practical case studies based on actual client scenarios.
Please RSVP by July 26, 2011
Topic: Enhanced Plan Design
When: 11:00-11:30am – Wednesday, July 28, 2011
Webcast log-in instructions provided upon registration.
Please click the link below to register.
Webinar will be repeated on August 11th, 2011 at 11am.