GROW! Session for Advisors June 25th

GROW! Session for AdvisorsInsight 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.

Benefit Associates Logo New
  • 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

Topic

Cash Balance 201: Interest Crediting Rates Explained

  • Cash Balance Overview
  • Selecting and Allocating to the Interest Crediting Rate
  • Helpful Tools
  • Ideal Cash Balance Candidates

Continuing Education

  • 1 CFP® Credit Hour

Kevin DonovanSpeaker

Kevin Donovan, CPA, EA, MSPA, ACA, is a leading actuary and national speaker in the pension field, specifically in the area of cash balance plan design and administration.

Sponsors

Matthew Sommer, VP & Director, Retirement Strategy Group | (303) 336-4046

Janus Capital Group

 

Kristen Chamberlain, Vice President | (800) 347-9247 x720935

John Hancock 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.

 

Schedule a Call

Let's talk!

Close