Looking to Grow Your Business?

Rise above the crowded 401(k) marketplace by mastering Cash Balance Plans. Learn how to help your clients shrink their tax bills and kick retirement savings into overdrive.

Nationally recognized Cash Balance experts Dan Kravitz, Steve Sansone and Ken Guidroz will teach you about the industry's best-kept retirement secret in this accessible, highly readable book.

Beyond the 401(k) simplifies the discussion of Cash Balance Plan issues and opportunities with an approachability and insight that is grounded in deep experience. It is a valuable resource for financial professionals.”

– E. Thomas Foster Jr., J.D.,
Vice President and National Spokesperson for The Hartford's retirement plans
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