Insight to Help Grow Your Retirement Plan Business
Come join Atlantic Pension Services and Pinnacle Plan Design at Maggiano’s King of Prussia for lunch and invaluable information to help you better serve your business clients.
- Monday, November 14th
- 11:30 am – 1:00 pm
- Maggiano’s Little Italy
- 205 Mall Blvd.
- King of Prussia, PA 19406
Lunch is complimentary; space is limited.
- Cash balance basics
- Benefits to your business clients
- Situations indicating the need for a CB plan
- 1 CFP® Credit Hour
David Mitchell, Regional Vice President | (610) 710-1081
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.