2015 Events

January 2015

February 2015

March 2015

  • Tax Study Group
    Kevin Donovan
    Tucson, AZ

April 2015

  • In-House Cash Balance Training for Broker-Dealer
    Kevin Donovan
    Boulder, CO

May 2015

  • 2015 NIPA Annual Forum & Expo
    Kevin Donovan
    05/03/2015 – 05/06/2015
    Las Vegas, NV
  • Retirement Plan Half-Day Conference for Advisors
    Sheri Alsguth
    Detroit, MI

June 2015

  • GROW! Session for Advisors
    Kevin Donovan
    Tucson, AZ

July 2015

Contact Our Event Planning Team

Pinnacle Plan Design is a third-party administrator (TPA) for employer-sponsored qualified retirement plans. We specialize in retirement plan design, administration and actuarial consulting. Pinnacle has a local presence in Tucson and Phoenix, Arizona (AZ), as well as Houston, Texas (TX) and Columbus, Ohio (OH), and we proudly serve businesses nationwide.
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