Your Hosts

Actuaries Unlimited, Inc. is a preeminent retirement plans administrator and with 9 enrolled actuaries, Cash Balance Plans really are our expertise.  Our team is unsurpassed in creating custom plan designs that allow business owners to accelerate their retirement savings and receive additional business income tax deductions

Webinar Structure

After a brief description of Cash Balance Plans, and their primary advantages, the bulk of our time will be devoted to fielding questions from our attendees in order to address the most commonly asked questions on the subject as well as many that often go unasked

Our Goal

To provide you with knowledge so that you may identify your current clients and prospects who may be ideal Cash Balance Plan candidates

Our Expert Panelists

Erin Russell, Partner & Enrolled Actuary, Actuaries Unlimited, Inc.

Kory Hoertz, Partner & Enrolled Actuary, Actuaries Unlimited, Inc.

Moderated by

Brian Flynn, Director of Business Development, Actuaries Unlimited, Inc.

Please join us

February 23, 2023

10:00-11:00 am PST

Register Here

2023 CB Plan Knowledge Webinar Registration