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    4. February 2021

The Power of Cash Balance Plans

Feb 04, 2021

Think it's too late to establish a cash balance plan for the 2020 tax year? Think again. 

Thanks to the Setting Every Community Up for Retirement Enhancement (SECURE) Act, employers still have time to implement a cash balance plan—and take advantage of the potential tax benefits these plans can provide.

During this webinar from Newport, Actuarial Principal Larry Butcher and Senior Vice President Ken Weida shared what you and your clients need to know about these important changes for 2020 tax year cash balance plans: 

  • Why the deadline to establish these plans was extended
  • Which of your clients would best benefit from a cash balance plan, and how these plans can yield significant tax savings
  • What you and your clients need to do to meet the extended deadline
  • How cash balance plans help grow your practice and strengthen your client relationships

Click here to download the slides from the presentation.

Contact Newport today to find out how you or your clients could benefit from cash balance plans. 

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