GROW! Session for Advisors Sep 23rd

2nd Annual 401(k) Lunch and Learn for Advisors:
GROW! Session 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

Speaker:TJ Orr

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.

Topics Covered:

  • Understanding 401(k) Terminology: top heavy status, HCEs/NHCEs, ADP/ACP tests, etc.
  • Safe harbor alternatives
  • Pros and cons of various plan designs

Continuing Education:

  • 1 AZ Life Insurance Credit Hour
  • 1 CFP® Credit Hour

Sponsors:

Andrea Donaldson, Sales Director | (480) 375-5394

 LINCOLN FINANCIAL GROUP LOGO

 

 

 

Jesse Walker, Regional Manager, AZ | (480) 267-1195

Lord Abbett

 


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. 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.

 

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