Did you know that we now make informational videos about retirement plans and related topics? This is part of our efforts to expand our Client Resources and General Resources, and make sure our clients and referral sources have the information they are looking for. The videos are currently available on the Videos page of our website, and they are on YouTube. There are currently three available (all are about Cash Balance plans) but more are in the works!
In 2020 we are hoping to expand our video library to include topics such as Floor Offset arrangements, Defined Benefit vs. Defined Contribution plans, and Defined Benefit plans in business transitions. If you are interested in a topic and would like to see if we can make an informational video, or if you have questions about the videos, please contact us!