Press Release

Dedicated DB Offers Continuing Education Credit for Webinar on Cash Balance Plans

Live presentation for financial advisors and CPAs highlights the basics of cash balance plans and how to present them to small business clients

GLENDALE, Calif. — Dedicated Defined Benefit Services, the leading provider of defined benefit plans for individuals with self-employment income and 2-10 person businesses, is providing a free webinar on cash balance plans that offers continuing education (CE) credit for CPAs and Financial Planners.

“Putting Cash Balance Plans to Work: For Professional Practices, Partnerships and Profitable Small Businesses,” offers an introductory look at what a cash balance plan is and how these retirement plans can help professional practices, partnerships and small business reduce their tax liabilities.

This online live presentation has been approved for 1 unit of CE Credit for the following designations: Certified Public Accountant (CPA), Certified Financial Planner (CFP), Chartered Retirement Planning Counselor (CRPC), Chartered Retirement Plan Specialist (CRPS), Investment Management Consultants Association (IMCA), Certified Investment Management Analyst, (CIMA), Certified Investment Management Consultant (CIMC), Certified Private Wealth Advisor (CPWA), Professional Administrative Certification of Excellence (PACE), and Registered Paraplanner (RP). Continuing education credits are required to maintain the industry’s professional competence.

“This is a great opportunity for financial advisors and CPAs who want to learn more about cash balance plans because they will also earn CE credit,” says Raymond Lee, Sales Director at Dedicated DB. “This exclusive webinar explains the advantages of cash balance plans and how it’s a powerful tax solution for high income clients.”

Register Now
Classes will be held weekly through November. Sign up for this 60-minute interactive presentation.

OwnersPlus™ Cash Balance + 401(k) Retirement Program is supported by Dedicated Defined Benefit Services, the only national company focused exclusively on helping advisors market, sell, and service defined benefit and cash balance plans for high income clients.

For more information about defined benefit and cash balance plans, visit or call 1-866-269-2706.

About Dedicated Defined Benefit Services
Dedicated Defined Benefit Services, based in Glendale, Calif., is the only national company focused exclusively on providing defined benefit plans for high-income professionals, small businesses and individuals with self-employment income. Dedicated DB pioneered the turnkey DB plan, partnering with large financial firms to open nearly 3,500 of these plans.

Media Contact: Karen Shapiro
Dedicated Defined Benefit Services
(415) 931-1990

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