Cash Balance Plans
2022 Definiti Academy
Advisor Track
Bridge the gap between a traditional defined benefit plan and a defined contribution plan with a cash balance plan. This plan is ideal for smaller employers with a reliable earnings stream to fund contributions every year and maximize benefits to employees nearing retirement age.
Matt King
National TPA Relationship Director – Retirement Solutions
David Foley
Regional Vice President
Retirement Solutions, Retail Product Distribution
Norman Gaskins
Vice President, Intermediary Distribution Channel