Putting Cash Balance Plans to Work

CE Training Monitor

July 21, 2022
1pm Pacific
4pm Eastern

Presented by:
Philip Pirio
Senior Plan Design Consultant
Dedicated Defined Benefit Services


Cash Balance Plans give business owners the potential to make very large deductible contributions for themselves — often $150,000 or more annually — while limiting the total cost of benefits for employees. During this live webinar, you'll learn:

  • The advantages of Cash Balance plans for clients and advisors
  • How we combine Cash Balance and 401(k) plans to meet client objectives
  • Who are suitable clients
  • The role of the advisor
  • The SECURE Act’s deadline extension for the 2021 plan 

Course ID: 73466
Course Duration: 1 hour
1 CE Credit

This course is approved for Continuing Education credit for several professional designations. Please enter your license number(s) for the applicable licenses and professional designations in which you would like Continuing Education credit. Missing or incorrect license numbers may delay or prevent proper crediting with your state or professional board.

What Putting Cash Balance Plans to Work, CE Webinar Course 7/21/22
When Jul 21 2022 1:00 PM - 2:00 PM (PDT)
First Name* Last Name*
* *

Professional Credentials

Which professional designations would you like CE credit for?

Please provide the requested information below for the state or professional designations in which you require continuing education credits. Upon successful completion you may retrieve your certificate(s) of completion at www.reged.com/certificates.

Please select the state or professional designations for which you would like CE credit*

Please include your license number(s). Missing license numbers may delay or prevent proper CE credit processing.

Are you or one of your clients interested in potentially opening a Cash Balance or Defined Benefit plan this year?*
When available, would you be interested in co-hosting a general webinar with Dedicated DB for CPAs or other tax professionals in your community?