GROW! Session for Advisors Apr 22nd

This event has passed and was a great success!

Insight to Help Grow Your Retirement Plan Business
GROW! Session for Advisors
  • Wednesday, April 22nd
  • 11:00 am – 1:00 pm
  • Del Frisco’s Double Eagle Steakhouse
  • 8100 E. Orchard Road
  • Denver, CO 80111

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

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

Josh Haynes, Regional Sales Director | (303) 263-8245

Empower Retirement Logo

 

 

 

 

 

Tom Briggs, Regional Vice President of Emerging Markets | (303) 882-5267

Transamerica

 

 

 

Zaac CookRegional VP of Retirement Plan Sales | (913) 954-7297

ivy funds 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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