Cash balance plans are the fastest-growing segment of the ERISA-qualified plans marketplace. Employer contributions tend to double when a cash balance plan is adopted alongside an existing 401(k) plan, which allows business owners to improve both their own and their employees’ retirement readiness. This replay will help you understand cash balance plans, which businesses should consider a cash balance plan, how assets should be invested, best practices for marketing, and how Manning & Napier’s solutions can help.
Education for you
We’ve been working with advisors like you for more than 20 years, so we know it takes more than great investments to stand out. We offer specialized resources to help you grow your practice with business owners, non-profits, and more.
Education for your clients
