Are Your SIMPLEs and SEPs Really That Simple?
Are you sure your clients’ SIMPLE IRAs and SEPs are in compliance? These plans, unfortunately, are not as simple as they seem.
- Tuesday, August 23rd
- 11:30 am – 1:00 pm
- Fleming’s Prime Steakhouse
- 6360 N. Campbell Ave.
- Tucson, AZ 85718
Lunch is complimentary; space is limited
Are you sure your clients’ SIMPLE IRAs and SEPs are in compliance? These plans, unfortunately, are not as simple as they seem. You are likely the only one ensuring that your clients are operating these plans correctly, so it is important to have a solid understanding of these plans.
We will take a close look at SIMPLE IRAs and SEPs, explaining the pros and cons of each, who they are a good fit for, the tricky nuances of sponsoring these plans, and when it’s a good idea to step up to a 401(k).
- 1 CFP® Credit Hour
- Robbie Petrillo, QKA consults with advisors to determine retirement plan opportunities for their clients.
Jeffrey Beneteau, CRPC®, Managing Director, Arizona | (480) 294-2306
Michele Giangrande, DCIO Sales Consultant, Pacific Southwest | (949) 514-5494
Wayne Cummings, CAIA, Regional Vice President, Asset Management | (602) 663-4514
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.