CASH BALANCE PLANS HAVE INCREASED BY 221% OVER THE LAST
10 YEARS!

Cash Balance plans continue to be the fastest-growing sector of retirement planning. Our market snapshot examines this growth over a 5 year period. We take a look at CB plan growth for different industries, geographic locations, companies, and firm sizes.

For the advisor looking to stay ahead of the game, knowing the state of the market is crucial. Our Market Snapshot will help you recognize which areas you and your team should focus your prospecting efforts.