GROW! Session for Advisors September 18, 2019

Educational Seminar for Advisors

Pinnacle Plan Design invites you to attend GROW Session for Advisors! Come join us at The Gladly for lunch and some continuing education on the 401(k) industry’s hottest topic: MEPs.

In the Blink of An Eye:

Single Employer Plan to Multiple Employer Plan

Retirement plans covering more than one entity are not at all uncommon, as entity structures are developed by attorneys and accountants to maximize opportunities and minimize risk.  Are you performing investment advisory services to a Single Employer Plan or a Multiple Employer Plan (MEP)?  Are you sure?  Is your client sure?

  • What makes a MEP a MEP
  • How related employers create a Single Employer Plan
  • How a change of ownership can quickly change a Single Employer Plan to a MEP
  • How to enter and exit a MEP
  • When a distributable event occurs, and when it does not
  • Case studies and collaboration
Wednesday, September 18, 2019
  • 11:30 am – 1 pm
  • The Gladly
  • 2201 E Camelback Rd
  • Phoenix, AZ 85016
  • Lunch is complimentary

Space is limited.

Registration - GROW! Session for Advisors 9/18/19

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Continuing Education

  • 1 CFP® Credit Hour

Speaker

T.J. Orr, ERPA, QPA, QKA, is a partner at Pinnacle Plan Design and specializes in defined contribution plan design and administration, with an emphasis on 401(k) plans.

Sponsors

Adam Johnson, MBA, Regional Vice President  | (480) 677-9092

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

 

Questions

If you have any questions, please do not hesitate to contact Lisa Tyree via email or by phone at (602) 792-5957.


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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