A cash balance plan can increase an employer’s contribution significantly when combined with a 401(k). In some instances, the two plans side-by-side are an ideal design. This ultimate combo plan allows a plan sponsor to take advantage of flexible plan design — both for the cash balance and 401(k) plan — and make higher participant contributions while enjoying a tax-sheltered strategy.

In this Dialogues with Definiti webinar, consulting actuary Don Boetger will cover:

• The role of a financial advisor for plan success
• How demographics dictate plan design
• The importance of a plan’s funded status

Speaker

DON BOETGER, EA
Consulting Actuary

Don Boetger is a consulting actuary in Definiti’s cash balance and actuarial team. He joined the firm in July 2020 when Definiti acquired the Erie, PA-based firm, Boetger Retirement Plan Services. The actuarial consultants at Definiti service more than 800 cash balance and 401(k) combination plans nationwide. Don is an Enrolled Actuary (EA), a Fellow of the American Society of Pension Professionals and Actuaries (FSPA), and a member of the American Academy of Actuaries (MAAA).