GROW! Session for Advisors Feb 19th

A 401(k) Lunch and Learn for Advisors:

This event has passed and was a great success!

GROW! Session for Advisors

Come join Pinnacle Plan Design at Fleming’s Prime Steakhouse for an afternoon of complimentary cuisine and invaluable 401(k) information to help you better serve your business clients.

  • Thursday, February 19th
  • 11:00 am – 1:00 pm
  • Fleming’s Prime Steakhouse
  • 6360 N. Campbell Ave.
  • Tucson, AZ 85718

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:

Attendees will be eligible for one CPE credit hour through the CFP® board.

Title Sponsors:

Dan RogerRegional VP of Emerging Markets | (602) 403-3831

Transamerica

 

 

 

Mike StaplesVice President | (303) 349-0810

 

OppenheimerFunds

 

 

 

Art Villar, Defined Contribution Advisor Consultant | (562) 354-6077

BlackRock Logo

 

 

 


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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