Cash balance plan insight to help your business clients put away more money for a comfortable retirement.
This event has passed and was a great success!
Come join Schiller’s Pension Consulting and Pinnacle Plan Design at Palio d’Asti Italian Restaurant for an afternoon of complimentary cuisine and invaluable information to help you better serve your business clients.
- Thursday, July 23rd
- 11:00 am – 1:00 pm
- Palio d’Asti Italian Restaurant
- 640 Sacramento St.
- San Francisco, CA 94111
This event has reached its capacity. If you would like to be placed on a waiting list, please contact Robbie Petrillo via email or by phone at (520) 618-1960. Thank you!
- Cash balance basics
- Benefits to your business clients
- Situations indicating the need for a CB plan
- 1 CFP® Credit Hour
Taylor Pluss, Retirement Director | (303) 336-4366
Jason Bianchi, Retirement Plan Sales | (410) 245-4613
Brad Vaughan, Vice President, DCIO Sales Consultant | (206) 258-0367
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.