Insight to Help Grow Your Retirement Plan Business
Come join Benefit Associates and Pinnacle Plan Design at Fogo de Chao for an afternoon of complimentary Brazilian cuisine and invaluable information to help you better serve your business clients.
- Thursday, June 25th
- 11:00 am – 1:00 pm
- Fogo de Chao Brazilian Steakhouse
- 668 6th Ave.
- San Diego, CA 92101
Lunch is complimentary; space is limited
Cash Balance 201: Interest Crediting Rates Explained
- Cash Balance Overview
- Selecting and Allocating to the Interest Crediting Rate
- Helpful Tools
- Ideal Cash Balance Candidates
- 1 CFP® Credit Hour
Matthew Sommer, VP & Director, Retirement Strategy Group | (303) 336-4046
Kristen Chamberlain, Vice President | (800) 347-9247 x720935
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.