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Financial Planning » Making the Most of Financial Literacy Month During a Difficult Time

April 13, 2020 | Financial Planning

Since 2004, April has been officially recognized as Financial Literacy Month in the US. This is a great time to expand your financial knowledge and effectively apply it to your own financial well-being. During this difficult time, our greatest concern is the health of our clients, employees, …

James Esposito

Qualified Plans Consultant

Library » What is a Cash Balance Plan?

April 03, 2020 | Retirement Plans

Cash Balance Plans have been around for many years, but were fraught with controversy stemming from age-discrimination lawsuits brought against plan sponsors who converted their traditional Defined Benefit (DB) Plans to Cash Balance Plans. It was not until the passage of the Pension Protection …


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