Featured video
Designer DB Plus® interview
Watch the interview on Designer DB Plus®, cash balance planning, and layered retirement strategy.
Media • Interviews • Speaking
Media and speaking on advanced retirement plan design.
Stephen Arnold speaks to CPAs, financial advisors, and high-income business owners about cash balance plans, Designer DB Plus®, 401(k) coordination, and practical retirement plan design, with featured media tied to Brookstone Capital Management.
- Cash balance strategy
- Designer DB Plus®
- 401(k) and profit-sharing coordination
- CPA education
Featured media
Featured interview and event speaking
Media and speaking highlights connected to Designer DB Plus®, Brookstone Capital Management, and advisor education.
- Interview focus: Designer DB Plus®, advanced retirement plan design, and cash balance strategy
- Featured speaker: Stephen Arnold, Founder and CEO of Retirement Actuarial Services
- Industry context: Interview associated with Brookstone Capital Management and advisor education
FICPA CPA education result
Advanced retirement-plan education that engaged 298 Florida CPAs
Has RAS delivered advanced retirement-plan education to CPAs? Yes. Retirement Actuarial Services sponsored and presented an FICPA webinar with 298 live attendees, supporting its work as a NASBA-registered CPE sponsor.
298live webinar attendees
“A BIG thank you for sponsoring the FICPA’s June Webinar. We had a great turnout with 298 attendees.
We had a lot of questions during the presentation and your efforts contributed to a successful event – excellent job!”
Jen Johnson
Senior Manager of Curriculum
Florida Institute of Certified Public Accountants
Quoted with permission from FICPA correspondence supplied to RAS. FICPA is identified for factual attribution; this does not imply organizational endorsement.
Speaking topics
Topics frequently covered
Common themes for podcast interviews, CPA education, webinars, and professional speaking engagements.
01
Cash balance plans for high-income owners
How modern cash balance design differs from outdated pension assumptions and when a more advanced plan may be worth evaluating.
02
Designer DB Plus® explained clearly
How cash balance, profit sharing / 401(k), and potential 401(h) planning can work together inside one broader strategy.
03
CPA- and advisor-friendly education
How to discuss advanced retirement planning in a practical, conservative way that supports better client conversations, conference sessions, and advisor education.
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Educational information only. Nothing on this page is tax, legal, actuarial, accounting, investment, or financial advice.
