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Understanding Cash Balance & Defined Benefit Plans w/ Karl Willman
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Karl Willman helps us better understand what a cash balance & a defined benefit plan are. Karl has over 10 years of experience administering and designing defined benefit plans, specializing in cash balance plans. He uses his experience to walk us thru the basics of these plans.
Stick around to the end to learn the basics of cash balance plans and how you can potentially benefit from a cash balance or a defined benefit plan.
Arista Wealth Management
8876 Spanish Ridge Ave.
Suite 202
Las Vegas, NV 89148
Phone: (877) 309-9970
Email: support@aristawealth.com
Website: https://aristawealth.com/
Do you have a question or a topic you would like discussed? Maybe you would like to be on our podcast. Reach out to us at support@aristawealth.com with the subject: Podcast.
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Go to Aristawealth.com for other tools, tips, and resources.
Website: https://www.aristawealth.com/
Facebook: https://www.facebook.com/AristaWealth/
LinkedIn: https://www.linkedin.com/company/arista-wealth-management/
Chapters
1. Introduction (00:00:19)
2. Basics of a Cash Balance Plan (00:01:15)
3. What is the difference between a Cash Balance & Defined Benefit Plan? (00:04:45)
4. What companies are participating in Cash Balance Plans? (00:08:18)
5. How does the money get invested inside a Cash Balance Plan? (00:09:43)
6. How does a Cash Balance Plan benefit the owner of a comapny? (00:12:29)
7. Closing (00:14:27)
61 episodes
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