Grow Your Practice with FuturePlan’s Cash Balance Coach® Training

Are you interested in growing your 401(k) practice?

Discover the strategies that over 4,500 financial advisors and retirement professionals have used to elevate their business.

The Cash Balance Coach® Training provides retirement plan professionals with strategies for incorporating cash balance into their practices while outlining how to leverage FuturePlan’s Cash Balance Center of Excellence.

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Key program benefits

The Cash Balance Coach® Training includes:

  • Expert Insights: Access industry experts like Dan Kravitz, National Practice Leader of Cash Balance Plans, recently featured in a Wall Street Journal article highlighting why cash balance plans are being seen as a powerful weapon for retirement savings.
  • Marketing Tools: Unlimited access to our extensive cash balance marketing and sales tools. 
  • Certification: Earn an exam and certificate as a Cash Balance Consultant (CBC). 
  • Nationwide Support: Access our knowledgeable sales team across the country. 
  • On-Demand Learning: Access webinar recordings to complete your training at your own pace. 

What are retirement professionals are saying about the Cash Balance Coach® Training program?

“The ability to go in and talk intelligently about Cash Balance plans is a huge differentiator for me. Cash Balance Coach is an excellent resource, and I feel confident having the resources of FuturePlan behind me. I know this can make a big difference in retirement savings for many clients.”


Donald Musnicki, Wealth Management Consultant

“A great program with information that I can use right away. All the presenters have an obvious command of the material and present the issues in a 'real world' setting. Knowing what information will be a hot button for a board of directors or a CPA is an invaluable tool for an advisor to have when making presentations.”


Timothy Williams, Wealth Manager and Retirement Plan Specialist

“As an Investment Advisor, I would highly recommend the Cash Balance Coach program to anyone involved in any phase of retirement plan process. Advisors stand the chance of losing clients if they are not armed with the information for this incredible tax-saving device.”


John O'Connor, O'Connor Wealth Management

"FuturePlan has earned my trust and confidence as a new business development partner. I learned so much from this extremely helpful program am excited about growing new Cash Balance plan business. Thanks for the fantastic support."


Mitchell Marriott, Wealth Consultant, Shira Ridge Wealth Management

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