Log in


Log in

Recorded Webinar: Introduction to Cash Balance Plans for Non-Actuaries

  • 31 Dec 2017
  • 10:00 AM - 11:00 AM (PST)


  • A member of any chapter of the WP&BC in good standing.

Registration is closed

Introduction to Cash Balance Plans 

for Non-Actuaries

Please join us for a timely webinar hosted by the Western Pension & Benefits Council Governing Board.


As employers search for additional ways to exceed the contribution limits in defined contribution plans, they continue to turn to cash balance plans as an effective vehicle.  Although cash balance plans are hybrids, they are ultimately defined benefit plans and operate very differently than 401(k) plans.  This webinar will provide a non-actuarial overview of cash balance plans, their operations, and some of the issues that sponsors and service providers may face.

Learning Objectives:

  • Gain an introductory understanding of cash balance plans                      
  • Learn about the differences between cash balance plans and 401(k) plans
  • Understand when a cash balance plan might be a good option for a business

Brenda Berg, Esq., Partner, Holland & Hart LLP

For close to 20 years, Brenda Berg has been an attorney focused exclusively on employee benefits and executive compensation. Brenda’s advice ranges from the initial design and drafting stage, through the day-to-day administration questions and complications that arise. Brenda has extensive experience with 401(k), defined benefit pension, health and welfare, and nonqualified deferred compensation plans. 

She regularly helps employers navigate the ever-changing employee benefits tax and ERISA world and come up with practical approaches on issues such as benefit plan governance, fiduciary duties and best practices, plan corrections, DOL and IRS audits, and Section 409A compliance. 

Brenda is currently the President of the Governing Board of the Western Pension and Benefits Council. She was recognized as The Best Lawyers in America© Lawyer of the Year in Employee Benefits (ERISA) Law – Denver, 2017.


This webinar will provide one CE Unit:
ASPPA     CFP      CPA(CA & OR)     ERPA      JBEA      MCLE(CA)      NIPA           

Who Should Attend:
Financial Advisors, Plan Fiduciaries, and Plan Sponsors, Record Keepers, Service Providers, ERISA Attorneys, & all other Benefit Professionals.

Cost: $35 for members, $50 for non-members. 
For those who cannot attend the live webinar broadcast, a recording of the webinar will be available within one week of the live webinar date. To register to receive a link to the webinar recording, just go through the regular registration process and a link will be sent to you via e-mail as soon as it is available. Please follow the link below to register using a credit or debit card. For group registration, please contact Kristen Sanchez directly at

This webinar is brought to you by Pinnacle Plan Design, LLC.

Please feel free to reach out to WP&BC with any questions.

Direct Questions To:




PO Box 13
Parker, CO 80134

Powered by Wild Apricot Membership Software