2nd Annual 401(k) Lunch and Learn for Advisors:
If you missed this seminar last September, or if you’d like a refresher on safe harbor 401(k) plans, please join us!
- Wednesday, September 23rd
- 11:30 am – 1:00 pm
- Anchor Centre, Conference Room
- 2201 E. Camelback Rd
- Phoenix, AZ 85016
Lunch will be provided. Space is limited
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.
- Understanding 401(k) Terminology: top heavy status, HCEs/NHCEs, ADP/ACP tests, etc.
- Safe harbor alternatives
- Pros and cons of various plan designs
- 1 AZ Life Insurance Credit Hour
- 1 CFP® Credit Hour
Andrea Donaldson, Sales Director | (480) 375-5394
Jesse Walker, Regional Manager, AZ | (480) 267-1195
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. 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.