Insight to Help Grow Your Retirement Plan Business
Come join Atlantic Pension Services and Pinnacle Plan Design at Maggiano’s King of Prussia for lunch and invaluable information to help you better serve your business clients.
- Thursday, October 29th
- 11:00 am – 1:00 pm
- Maggiano’s Little Italy
- 205 Mall Blvd.
- King of Prussia, PA 19406
Lunch is complimentary; space is limited.
This event has reached its maximum capacity. To be added to the waiting list, please email ROBBIE PETRILLO. Thank you!
- Cash balance basics
- Benefits to your business clients
- Situations indicating the need for a CB plan
- 1 CFP® Credit Hour
David Mitchell, Regional Vice President | (610) 710-1081
Thomas Loncar, Vice President | (973) 944-8717
Lindsay Warrington, Sr. Retirement Sales Specialist | (913) 236-2008
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.