Footnote Publishes Our Content
« Show all NewsOctober 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.aspxRecent News
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Cash Balance Actuaries' Experts to Present at 2025 NIPA Annual Forum & Expo
We are proud to announce that two of our esteemed team members, Will Kersey, EA, MSEA and Charlie Steingas, EA, MSEA, MAAA will be presenting at the upcoming...
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Will Brabson, ASA Joins Cash Balance Actuaries
We are excited to announce that Will Brabson, ASA, has joined Cash Balance Actuaries as of January 2025. With over five years of experience in consulting on...
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