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Defined Benefit Retirement: Cash Balance Plans


Cost Free
Presentation Length 1.0 hour

Recorded DateApril 14, 2021
CPE:Not available
(archived webinars do not offer CPE credits)
Subject AreaSpecialized Knowledge
Course LevelBasic
Course Description

Join Charles Rosenberg, vice president of INTAC Actuarial Services, for this informative webinar that provides an overview of various qualified retirement plans. We will take a deeper look at cash balance plans—a growing trend in defined benefit plans—and who benefits from them.
Learning Objectives: 

  • Determine how to help corporate clients decide on the retirement plan that best meets their needs

  • Determine how to advise clients on when a profit-sharing feature makes sense

  • Identify the differences between traditional defined-benefit and cash-balance-plan designs

  • Give examples of the benefits of a cash balance plan

  • List the risks and rewards of both types of plans

Not logged

Charles Rosenberg joined INTAC, a family-owned firm, in 1994 as a pension consultant, where he gained hands-on experience and an invaluable perspective in the pension planning industry. Currently, as INTAC’s Vice President, Charles spearheads the firm’s pension sales and marketing programs.

An expert in retirement plan design, Charles is frequently called upon to lecture and lead industry forums on various Qualified Retirement Plan topics to accountants and financial advisors. He has been quoted as an authority in retirement plans on and The Record, and the Star-Ledger, local area newspapers.

Charles is a Certified Retirement Counselor and Administrator (CRC, CRA) and has attained an Accredited Investment Fiduciary (AIF) designation. He actively serves as a committee member with various industry groups, such as NIPA, and sits on the TPA Advisory Boards for Nationwide, VOYA, and Transamerica. He is also an avid supporter of many local community and charitable organizations. Charles was recently honored with the 2014 Outstanding Volunteer Award by NIPA for his contributions on a volunteer basis toward the organization.

About Our Presenter

Intac Actuarial Services has been providing complete administration and consulting to employer-sponsored retirement plans since 1977. INTAC’s professional staff of experienced and innovative plan administrators designs, creates and continually refines a wide range of qualified retirement plans. They are committed to meeting their clients’ needs by providing these services in a timely, accurate and cost-effective manner.