2/8/2022 - Market Rate Cash Balance Plans [Guest $45]

2/8/2022 at Dave & Busters (Ward Village - free parking)

Lunch at 11:30 am               Program:   Noon to 1:15 pm

Please register by February 2nd since we have to submit lunch count.  This is NOT a virtual meeting.

Topic:     Market Rate Cash Balance Plans       (Accepted for -1- CFP® CE Credit)

Cash Balance Plans (CBPs) are being used more frequently by employers as enhanced retirement savings vehicles.  While CBPs have been in use for decades, more are now deploying market-return interest crediting on the accounts.  This design feature greatly reduces the risks that are inherent in “traditional” CBPs that use a fixed interest rate promise.  This session provides basic education on CBPs, explains the correlation to standard DC plans, and highlights the different CBP design options.  The goal is to equip advisors with everything they need to have meaningful discussions with their clients about this powerful retirement plan option.

KuhelAlex Oct3    Speaker:  Alex Kuhel, Partner -- OctoberThree

Alex Kuhel is a member of the actuarial consulting team and leads the Private Market practice at October Three. During his 25-year career, Alex has consulted with clients ranging from sole-proprietorships to large corporations. He specializes in helping business owners and partnerships design and manage optimal retirement programs for their organizations. Alex’s mission is to connect these employers with October Three’s approach to plan design and client service, and its innovative technology that is not otherwise available in the small-business marketplace. Alex believes that providing closely-held companies access to our ideas, services and technology will modernize the industry for this market segment.

Alex is an Associate of the Society of Actuaries (ASA), an Enrolled Actuary (EA), and a member of the American Society of Pension Professionals and Actuaries (MSPA). Alex received a B.S. in Actuarial Science from the University of Iowa.


Event Properties

Event Date 02-08-2022 11:30am
Event End Date 02-08-2022 1:15pm
Registration Start Date 01-19-2022
Cut off date 02-10-2022
Individual Price $45.00

We are no longer accepting registration for this event