Zack Sadler, CFA’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. #retirementbenefits #retirementplan #benefits

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

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. 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, 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. 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

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

Have you considered adding a nonqualified deferred savings retirement plan to retain and attract your key executives? Learn more about these programs in this short video and reach out to discuss how they can help improve retirement outcomes while offering planned savings. #NQDCP #benefitsplanning

As a plan sponsor, have you considered a nonqualified retirement savings plan to retain and attract key executives? These plans are gaining popularity amongst highly compensated employees. Learn about the benefits of a nonqualified plan for both plan sponsors and employees in a new video. Discover what a nonqualified plan is and how it can help you meet your retirement savings needs. Check it out now!

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