Cash Balance Basics

  • Wednesday, October 21, 2015
  • 4:30 PM - 7:00 PM
  • Arden Hills Resort


Registration is closed
The Basics of Cash Balance Plans

Speaker: Zach Carstensen of John Hancock

Sponsor: John Hancock - Retirement Plan Services

Learn about:

  • Cash Balance Plan Overview
  • How Can a Cash Balance Plan Work For You?
  • How Do Cash Balance Plan Investments Work?
  • Advantages of Cash Balance Plans

This event is a must for Advisors, CPAs, TPAs and anyone who wants to understand the aspects and benefits of Cash Balance Plans.

In this great presentation you will also learn the specifics in a case study, so you can see in real numbers how everything will work.

Reception 4:30 - 5:00pm

Presentation 5:00 - 6:30pm

Reception 6:30 - 7:00pm

We offer CE credits for the following:

  • Actuaries
  • Attorney (CLE)
  • California CPA
  • Enrolled Retirement Plan Agent (ERPA)
  • Joint Board of Actuaries (JBEA)
  • NIPA

There is a General Certificate of Attendance that is provided so a member may submit for other industries.

Need Help? You can email or call Rebecca Giannini at 916.968.0444.

Western Pension & Benefits Council Sacramento Chapter

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