GROW! Session for Advisors June 26th

GROW! Session for AdvisorsInsight 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.

Benefit Associates Logo New
  • 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


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

Kevin J. DonovanSpeaker

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.


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

Janus Capital Group


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



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

Lord Abbett


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.


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