GROW! Session for Advisors Mar 4th

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

This event has passed and was a great success!

Come join Pinnacle Plan Design at Fogo de Chao Brazilian Steakhouse for an afternoon of complimentary Brazilian cuisine and invaluable 401(k) information to help you better serve your business clients.

  • Wednesday, March 4th
  • 11:00 am – 1:00 pm
  • Fogo de Chao Brazilian Steakhouse
  • 8250 Westheimer Rd.
  • Houston, TX 77063

Space is limited

Speaker:

Sheri Alsguth

Sheri Alsguth, EA, CPC, MSPA, is a senior manager at Pinnacle Plan Design and specializes in the design and administration of both defined contribution and defined benefit retirement plans.

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:

Paul Villanueva, Regional VP | (281) 796-4265

 Transamerica logo

 

Kevin MorganVice President | (817) 304-0071

 JP Morgan

 

 

Rhea Berglund, Retirement Plan Consultant | (214) 592-7822

 

 

 


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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