This event has passed and was a great success!
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, 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.
- Understanding 401(k) Terminology: top heavy status, HCEs/NHCEs, ADP/ACP tests
- Safe harbor alternatives
- Pros and cons of various plan designs
Attendees will be eligible for one CPE credit hour through the CFP® board.
Dan Roger, Regional VP of Emerging Markets | (602) 403-3831
Scott Maney, Vice President | (562) 343-8311
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.