2015 Events

January 2015

February 2015

March 2015

  • Tax Study Group
    Kevin J. Donovan
    Tucson, AZ

April 2015

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

May 2015

  • 2015 NIPA Annual Forum & Expo
    Kevin J. 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 J. 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 for 401(k)/profit-sharing plans, defined benefit plans, cash balance plans, and 403(b) plans. Pinnacle Plan Design proudly serves businesses nationwide.
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