A 401(k) Lunch and Learn for Advisors:
This event has passed and was a great success!
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:
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 Roger, Regional VP of Emerging Markets | (602) 403-3831
Mike Staples, Vice President | (303) 349-0810
Art Villar, Defined Contribution Advisor Consultant | (562) 354-6077
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.