TPA Services: When Maximizing Your Retirement Plan is NOT Maximizing Your Retirement Savings

| February 25, 2019

As an Advisor, your goal is to help your clients maximize their retirement plan savings. Did you know that even with the best Profit Sharing Plan, you can help your client save even more for retirement by adding a Cash Balance Plan? In the past year, we’ve been able to help our Advisor partners win new Profit Sharing Plans and add Cash Balance Plans for their existing clients. By presenting data using the current workplace demographics, we can help you show your clients the advantages of adding a Cash Balance Plan to maximize their savings for themselves, as well as for their workforce. We focus on improving the overall retirement program by providing options that may not have been previously presented or even considered by the Plan Sponsor. READ FULL ARTICLE HERE