GROW! Session for Advisors Sep 10th

This event has passed and was a great success!

A 401(k) Lunch and Learn for Advisors:GROW! Session for Advisors

Come join Pinnacle Plan Design at Fogo de Chao for an afternoon of complimentary Brazilian cuisine and invaluable 401(k) information to help you better serve your business clients.

  • Wednesday, September 10th
  • 11:00 am – 1:00 pm
  • Fogo de Chao Brazilian Steakhouse
  • 6300 N. Scottsdale Rd.
  • Scottsdale, AZ 85253

Space is limited

T.J. Orr

Speaker:

T.J. Orr, ERPA, QPA, QKA, is a partner at Pinnacle Plan Design and specializes in defined contribution plan design and administration, with an emphasis on 401(k) plans.

Topics Covered:

  • Understanding 401(k) Terminology: top heavy status, HCEs/NHCEs, ADP/ACP tests
  • Safe harbor alternatives
  • Pros and cons of various plan designs

Continuing Education:

Attendees will be eligible for one CPE credit hour through the CFP® board.

Title Sponsors:

Dan RogerRegional VP of Emerging Markets | (602) 403-3831

Transamerica

 

 

 

Scott ManeyVice President | (562) 343-8311

Invesco

 

 

 

 

 


Questions:

If you have any questions, please do not hesitate to contact Robbie Petrillo via email or by phone at (520) 618-1960.


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), Houston, Texas (TX), and Denver, Colorado (CO), and we proudly serve clients nationwide.

 

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