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


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 J. DonovanSpeaker

Kevin J. 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.


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









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 for 401(k)/profit-sharing plans, defined benefit plans, cash balance plans, and 403(b) plans. Pinnacle Plan Design proudly serves businesses nationwide.


Schedule a Call

Let's talk!