Speaker: JJ McKinney, CPC, QPA, QKA, ERPA, Vice President, Retirement Strategies, Inc.
Experience Level for Attendees: Intermediate
1. Retirement plan administrators and consultants who primarily work with DC plan and occasionally run into defined benefit or cash balance questions
2. Investment advisors who already have experience with DC plans and encounter defined benefit or cash balance opportunities
3. Plan sponsors for defined benefit or cash balance plans
4. Accountants who already have experience with DC plans and encounter defined benefit or cash balance opportunities.
Keywords: Defined Benefit, Cash Balance, Pension, DC Administrator, 401(k) Administrator
IRS Program Number: CZTXU-Q-00981-18-O