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October 10, 2014

Minnesota Society of CPA's asked James Sampair Jr., a financial adviser at Morgan Stanley Wealth Management to help their members better understand cash balance plans. James worked with Cash Balance Founder Charlie Steingas to publish an article in this months version of Footnote, which is the society's monthly publication.

You can see the resulting article at http://footnote.mncpa.org/Vizion5/viewer.aspx?issueID=6&pageID=20 or by visiting http://www.mncpa.org/publications/footnote/2014-10/what-is-a-cash-balance-plan.aspx

 

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