This event has passed and was a great success!
Insight to Help Grow Your Retirement Plan Business
- Monday, March 30th
- 11:00 am – 1:00 pm
- Fogo de Chao Brazilian Steakhouse
- 6300 N. Scottsdale Rd.
- Scottsdale, AZ 85253
Lunch is complimentary; space is limited
Cash Balance 201: Interest Crediting Rates Explained
- Cash Balance Overview
- Selecting and Allocating to the Interest Crediting Rate
- Helpful Tools
- Ideal Cash Balance Candidates
- 1 CFP® Credit Hour
- 1 AZ Insurance Credit Hour
Derek Sroufe, Director, Advisor Solutions Group | (480) 391- 7090
Vernon Mason, Vice President – Retirement Consultant | (347) 712-1433
Andrea Donaldson, Sales Director| (480) 375-5394
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), as well as Houston, Texas (TX) and Columbus, Ohio (OH), and we proudly serve businesses nationwide.