2015 Events

January 2015

February 2015

March 2015

  • Tax Study Group
    Kevin Donovan
    03/20/2015
    Tucson, AZ

April 2015

  • In-House Cash Balance Training for Broker-Dealer
    Kevin Donovan
    04/23/2015
    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
    05/13/2015
    Detroit, MI

June 2015

  • GROW! Session for Advisors
    Kevin Donovan
    03/27/2015
    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 for 401(k)/profit sharing plans, defined benefit plans, cash balance plans, and 403(b) plans. Pinnacle Plan Design proudly serves businesses nationwide.
Schedule a Call

Let's talk!

Close