Improving Retirement Planning from Cash Balance to Group Plans

Date: Wednesday, June 16, 2021
Time: 8:00am - 9:00am
Location: Zoom Webinar
Speaker: Pam Mayer and Trey Galuppi

Most employers are buried in the economic and business evolution brought on by the pandemic. While adjusting business priorities from an operational standpoint may be first on a clients mind, making the right decisions on how to structure and evaluate their options when it comes to the retirement benefits plan.  Pam Mayer & Trey Galuppi of The Retirement Advantage look to address these options by laying out the extraordinary benefit a cash balance plan can have on a business and the owners.  TRA will also take you through the new landscape of Group 401(k) plans comparing MEPs, PEPs, Aggregation Programs and Group of Plans, while walking you through what to look for when discussing these options with your clients.  

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