CashBalancePRO is a smart mobile tool for financial advisors, CPAs, TPAs and other retirement professionals who want to grow their businesses with Cash Balance plans. App features include a calculator showing maximum qualified plan contributions based on a client’s age, a helpful FAQ about Cash Balance plans, and a simple form for requesting a free plan design for a client. App users can also click or call to be connected with a Cash Balance expert at Kravitz.
熱門國家 | 系統支援 | 版本 | 費用 | APP評分 | 上架日期 | 更新日期 |
---|---|---|---|---|---|---|
未知 | Android Google Play | 1.399 App下載 | 免費 | 1970-01-01 | 2015-03-12 | |
未知 | iOS App Store | 1.0 App下載 | 免費 | 2013-10-22 | 2015-06-03 |