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.aspxCash Balance Actuaries Appears on Dental Wealth Nation Podcast to Discuss Cash Balance Plans
Cash Balance Actuaries is currently seeking great candidates for the position of cash balance plan actuarial associate.
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