This event has passed and was a great success!
Insight to Help Grow Your Retirement Plan Business
- Wednesday, April 22nd
- 7:30 – 9:00 am
- Over Easy
- 28A S. Tejon St.
- Colorado Springs, CO 80903
Breakfast 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
Josh Haynes, Regional Sales Director | (303) 263-8245
Tom Briggs, Regional Vice President of Emerging Markets | (303) 882-5267
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.