Insight to Help Grow Your Retirement Plan Business
Come join InWest Retirement Solutions and Pinnacle Plan Design at Pappadeaux Seafood Kitchen for an afternoon of complimentary cuisine and invaluable information to help you better serve your business clients.
- Wednesday, September 21st, 2016
- 11:30 am – 1:00 pm
- Pappadeaux Seafood Kitchen
- 18349 Dallas Parkway
- Dallas, TX 75093
Lunch is complimentary. Space is limited.
- Cash balance plan basics
- Benefits to your business clients
- Situations indicating the need for a CB plan
- 1 CFP® Credit Hour
- Sheri Alsguth, EA, CPC, MSPA is an enrolled actuary with Pinnacle Plan Design, LLC. She is a leading actuary in the pension field, specifically in the area of cash balance plan design and administration.
George Williams, Regional VP of Pensions | (817) 542-9926
Adam Whitehead, Regional VP | (877) 421-1327
If you have any questions, please do not hesitate to contact Marta Hurst via email.
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.