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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April 23-25 - Charlie & Will to Present at 2023 NAFE Conference in Nashville, TN
Join Cash Balance Actuaries employees at the 2023 NAFE Conference, where you will expand your knowledge of retirement plans through relevant and valuable...
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Cash Balance Actuaries Adds Expertise Related to Rapidly Rising Interest Rates
Owner Charlie Steingas adds his expertise to a webinar titled How Rapidly Rising Interest Rates Can Impact Your Retirement Plan
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