GROW! Session for Advisors Mar 12th

A 401(k) Lunch and Learn for Advisors:
GROW! Session for Advisors

Come join Pinnacle Plan Design at Del Frisco’s Double Eagle Steakhouse for an afternoon of complimentary cuisine and invaluable 401(k) information to help you better serve your business clients.

  • Thursday, March 12th
  • 11:00 am – 1:00 pm
  • Del Frisco’s Double Eagle Steakhouse
  • 8100 E. Orchard Road
  • Denver, CO 80111

Space is limited

Speaker:

Beth A. CooperBeth A. Cooper, CRPS® is s a strategic development consultant at Pinnacle Plan Design. She is responsible for partnering with professional advisors to identify potential clients needing plan services, to uncover opportunities to enhance existing plan benefits, and to offer ongoing industry education to partners and clients. Her background as a financial advisor gives her a unique perspective and understanding of the needs of professional advisors and the tools they can provide clients.

Topics Covered:

  • Understanding 401(k) Terminology: top heavy status, HCEs/NHCEs, ADP/ACP tests, etc.
  • Safe harbor alternatives
  • Pros and cons of various plan designs
  • Identifying plan opportunities

Continuing Education:

Attendees will be eligible for one CPE credit hour through the CFP® board.

Sponsors:

Art Villar, Defined Contribution Advisor Consultant | (562) 354-6077

BlackRock Logo

 

 

 

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

Empower Retirement Logo

 

 

 

 

 

 

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

BNY Mellon 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.

Schedule a Call

Let's talk!

Close