Jim Edwards, AIF®’s Post

A cash balance plan is a type of defined benefit retirement plan. Usually, it is offered to employees as a supplement to other employer-provided retirement programs, such as a 401(k) or profit-sharing plan. If your employer is offering you access to a cash balance plan, watch this video to learn how it works and how you can make the most of its benefits. #benefits #retirementplan #retirementplanning

A cash balance plan is a type of defined benefit retirement plan. Usually, it is offered to employees as a supplement to other employer-provided retirement programs, such as a 401(k) or profit-sharing plan. If your employer is offering you access to a cash balance plan, watch this video to learn how it works and how you can make the most of its benefits. #retirementplanning #benefits #retirementplan

A cash balance plan is a type of defined benefit retirement plan. Usually, it is offered to employees as a supplement to other employer-provided retirement programs, such as a 401(k) or profit-sharing plan. If your employer is offering you access to a cash balance plan, watch this video to learn how it works and how you can make the most of its benefits. #cashbalanceplan

A cash balance plan is a type of defined benefit retirement plan, often offered to employees as a supplement to other employer-provided retirement programs, such as a 401(k) or profit-sharing plan. If your employer is offering you access to a cash balance plan, watch this video to learn how it works and how you can make the most of its benefits. #retirement #benefitinsights

A cash balance plan is a type of defined benefit retirement plan. Usually, it is offered to employees as a supplement to other employer-provided retirement programs, such as a 401(k) or profit-sharing plan. Watch this video to learn how it works and how you can make the most of its benefits. #retirement plans, #plan sponsors, #business owners

What to Know About Your Cash Balance Plan Considering a cash balance plan from your employer? It's crucial to understand this type of defined benefit retirement plan and how it complements existing retirement programs. Watch this video to uncover how a cash balance plan operates and how you can leverage its advantages. #retirementplanning #financialwellness #cashbalanceplans

In the retirement industry, auto-enrollment and auto-escalation have received plenty of attention. Learn how these features may impact employee satisfaction, plan participation, and retirement outcomes in this informative video. If you're considering including automatic features in your retirement plan, this video will guide you on what to consider. Check it out now! #RetirementPlanning #AutomaticFeatures #EmployeeSatisfaction #PlanParticipation #RetirementOutcomes

Benchmarking corporate retirement plan fees on a periodic basis is an important fiduciary duty. Audrey Wheat, a manager on CAPTRUST's vendor analysis team, discusses two methods for benchmarking fees and how CAPTRUST's centralized database can help to expedite the process. #plansponsors #retirementsavings #retirementincome #retirementplans #retirement #retirementindustry

As a plan sponsor, one of the tools that can be leveraged to attract and retain key executives is a nonqualified retirement savings plan. Among highly compensated employees, these plans are increasingly in demand. In this video, learn what a nonqualified plan is and how it can benefit both plan sponsors and employees. #nonqualifiedplans

CAPTRUST The Importance of Fee Benchmarking for Plan Sponsors. Benchmarking relevant fees on a periodic basis is an important fiduciary duty for retirement plan sponsors.