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 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
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 for 401(k)/profit sharing plans, defined benefit plans, cash balance plans, and 403(b) plans. Pinnacle Plan Design proudly serves businesses nationwide.