Insight to Help Grow Your Retirement Plan Business

Come join Benefit Associates and Pinnacle Plan Design at Fleming’s for an afternoon of complimentary cuisine and invaluable information to help you better serve your business clients.

• Friday, June 26th
• 11:00 am – 1:00 pm
• Fleming’s Prime Steakhouse, Fashion Island
• 455 Newport Center Dr
• Newport Beach, CA 92660

Lunch is complimentary; space is limited

Topic

Cash Balance 201: Interest Crediting Rates Explained

• Cash Balance Overview
• Selecting and Allocating to the Interest Crediting Rate
• Helpful Tools
• Ideal Cash Balance Candidates

Continuing Education

• 1 CFP® Credit Hour

Speaker

Kevin J. Donovan, CPA, EA, MSPA, ACA, is a leading actuary and national speaker in the pension field, specifically in the area of cash balance plan design and administration.

Sponsors

Matthew Sommer, VP & Director, Retirement Strategy Group | (303) 336-4046

 

Jim Holly, Regional VP, Group Retirement Sales  |  (949) 626-1848

 

Martin Keiser, Regional Manager, Advisor Services | (203) 414-1723

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Questions

If you have any questions, please do not hesitate to contact Robbie Petrillo via email or by phone at (520) 618-1960.

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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.