Learn the Who, What, Why, and How of Cash Balance PlansView On-Demand Now

Steve Renner

Michael Spickard

Steve Renner, principal on the Rea retirement plan services team and Michael Spickard, Chief Actuary at Summit Retirement Plan Consultants LLC, explored the basics of how these niche retirement plans work, and when they make the most sense. Including real life examples so you can learn to identify prime opportunities to share this planning idea with clients. Though they have been around for more than two decades, the popularity of these plans for highly profitable closely held businesses continues to increase.