CPE Plus: Cash Balance Plans 101 - Massachusetts Society of CPAs

Overview

Are you looking to provide your clients with robust retirement savings options and tax advantages? A cash balance plan may be the solution you're seeking.

A cash balance plan combines features of both traditional pension plans and defined contribution plans. From potential tax savings to complementing a 401(k), cash balance plans offer a straightforward way to help your clients save for retirement while simultaneously reducing their tax burden.

Join Ryan and John for a comprehensive webinar on the essentials of cash balance plans. We will cover the following topics:

• What is a Cash Balance Plan?

• Benefits of Cash Balance Plans

• How Cash Balance Plans operate

• Who is a good fit for Cash Balance Plans?

This event is part of the following bundles:

CPE PLUS Bundle

Multiple Events Between Tuesday, May 7 - Wednesday, April 30

Eligible for 5.00 Credits

Free CPE credits available only to MassCPAs members. Check back for more information to come!

Leader(s):

John Grace, Sentinel Benefits Group Inc
Ryan Ransford, Sentinel Benefits Group Inc

Leader Bios

John Grace, Sentinel Benefits Group Inc

John joined Sentinel Group in 2021 as a Senior Strategist for the Retirement Plan Advisory Services area. Prior to joining Sentinel, he worked as a Vice President & Sr. Retirement Plans Consultant for Chernoff Diamond & Co. LLC. John works closely with retirement plan sponsors and investment committees to deliver advice and guidance regarding the investments and plan designs for their retirement plans. He is committed to building long-term relationships and optimizing retirement plans for clients and their participants. John brings over twenty five years of experience, providing a wide variety of retirement plan expertise to his relationships.

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Ryan Ransford, Sentinel Benefits Group Inc

Ryan advises both for-profit and not-for-profit organizations in the areas of fiduciary oversight and investment selection within retirement plans. Ryan works directly with plan sponsors in helping them manage their fiduciary risk by implementing a fiduciary governance process. His area of focus is in the design, implementation, communication, and administration of qualified and non-qualified retirement plans.

To Ryan, his role is about building relationships with individuals and taking the time to help improve his clients’ lives. He is dedicated and his passion for his work is evident to his colleagues and clients.