Editor's note: The Center for Due Diligence 2014 conference includes a presentation on cash-balance plans scheduled for 1:45 p.m. Wednesday. Click here for the full conference schedule

SAN ANTONIO, Texas – Steve Sansone has a couple of reasons to be one of the happiest guys at this year's Center for Due Diligence conference.

First, his is one of the only presentations at the event with a decidedly defined benefit bent.

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