GROW! Session for Advisors Mar 30th

This event has passed and was a great success!

Insight to Help Grow Your Retirement Plan Business
GROW! Session for Advisors
  • 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

Topic

Cash Balance 201: Interest Crediting Rates Explained

  • Cash Balance Overview
  • Selecting and Allocating to the Interest Crediting Rate
  • Helpful Tools
  • Ideal Cash Balance Candidates

Continuing Education

  • 1 CFP® Credit Hour
  • 1 AZ Insurance Credit Hour

Kevin DonovanSpeaker

Kevin Donovan, CPA, EA, MSPA, ACA, is a leading actuary and national speaker in the pension field, specifically in the area of cash balance plan design and administration.

Sponsors

Derek Sroufe, Director, Advisor Solutions Group | (480) 391- 7090

Janus Capital Group Logo

 

 

Vernon Mason, Vice President – Retirement Consultant | (347) 712-1433

 BNY Mellon Logo

 

 

Andrea Donaldson, Sales Director| (480) 375-5394

 LINCOLN FINANCIAL GROUP LOGO

 

 

 

 

 

 


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), as well as Houston, Texas (TX) and Columbus, Ohio (OH), and we proudly serve businesses nationwide.

 

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