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What we’re about

Welcome, CBP Aficionados! We are thrilled to have you as a part of our community of experts who are passionate about Cash Balance Plans. Our community is dedicated to sharing insights, discussing best practices, and helping each other stay up-to-date on the latest developments in the industry. We believe that by collaborating and sharing our expertise, we can help our clients achieve their retirement goals more effectively. Whether you are a seasoned professional or just starting out in the industry, we welcome you to engage with the community, ask questions, and share your knowledge. Thank you for being a part of our community!

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