A not-to-be-missed webinar event
Cash balance plans are gaining momentum—are you ready to lead the charge? Join FuturePlan for an exclusive event as we unveil the key insights from our 2025 Cash Balance Outlook and Trends Report.
Discover how these findings can help you grow your practice, deliver greater value to clients, and stay ahead in a rapidly evolving retirement landscape.
Presented by FuturePlan’s Dan Kravitz and Ken Guidroz, whose work in cash balance design has earned national recognition across the retirement industry.
Save your spot: Wednesday, September 17, 2025
Retirement planning is changing—3 compelling insights you need to know*
Trend 1
Cash balance plans grew almost 8 times faster than 401(k) plans.
Trend 2
One popular state saw a 28% increase in cash balance plans in just three years.
Trend 3
Over 55% of all defined benefit plans are now cash balance plans.
Cash balance plans: Growth, trends, and opportunities
Cash balance plans are one of the fastest-growing retirement plans in the industry today. With their ability to accelerate retirement savings and deliver meaningful tax deductions, their popularity continues to soar.
So, what’s fueling this unprecedented growth? FuturePlan’s 2025 Cash Balance Outlook and Trends Report highlights several key developments that are skyrocketing adoption and intriguing business owners in many industry sectors.
In this webinar, we’re revealing:
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Why demand continues to surge for cash balance plans |
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A game-changing tax law now made permanent by the One Big Beautiful Bill Act that you (and your clients) need to know |
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How a simple cash balance illustration can turn prospects into clients |
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Top advisor questions—answered by our experts |
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And more powerful insights |
Webinar speakers
Dan Kravitz
Ken Guidroz
National Practice Leader, Cash Balance Plans
FuturePlan
Dan Kravitz leads the Cash Balance Center of Excellence at FuturePlan, bringing decades of expertise as a pioneer in the field. Formerly President of Kravitz, a top cash balance firm, Dan co-authored Beyond the 401(k)—a go-to resource for advisors looking to grow their retirement business. He is a Certified Pension Consultant and a recognized thought leader in advanced retirement plan design.
Cash Balance Sales Director
FuturePlan
Ken Guidroz is a nationally known expert in cash balance plans and Sales Director at FuturePlan. He helps businesses accelerate retirement savings through custom plan design and speaks regularly to financial professionals nationwide. Ken co-authored Beyond the 401(k) and co-created Cash Balance Coach®, the industry’s leading advisor training program.
Where experience meets innovation
FuturePlan’s Cash Balance Center of Excellence is a multiple-time Wall Street Journal-quoted, national TPA that has been successfully designing and administering cash balance plans for 36 years. As one of the country’s leading cash balance plan administrators, we bring deep expertise and a multitude of options to the plan design table.
Proven scale
4,500+ cash balance plans served
Deep bench of expertise
400 associates dedicated to our in-house actuarial community
Decades of experience
36 years of cash balance expertise
Skilled and trusted
75 fully credentialed on-staff actuaries
*Source: Analysis performed by FuturePlan, using 2023 data from IRS Form 5500 filings via the BrightScope database. Additional data on defined contribution and defined benefit plans comes from the Private Pension Plan Bulletin Abstracts by the U.S. Department of Labor and FuturePlan’s own book of business. Some of the analysis compares 2020 (the last year FuturePlan formally reported findings) and 2023, which is the primary year that this report is based on.