GROW! Session for Advisors August 23rd

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.

GROW! Session for Advisors

  • 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

Registration - GROW! Session for Advisors 8/23/16

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Presentation Description

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).

Continuing Education

  • 1 CFP® Credit Hour

Speaker

  • Robbie Petrillo, QKA consults with advisors to determine retirement plan opportunities for their clients.

Sponsors

 

mass mutual logo

Jeffrey Beneteau, CRPC®, Managing Director, Arizona  | (480) 294-2306

T Rowe Price Logo

Michele GiangrandeDCIO Sales Consultant, Pacific Southwest  | (949) 514-5494

Columbia Threadneedle Investments Logo

Wayne Cummings, CAIA, Regional Vice President, Asset Management  | (602) 663-4514

 


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.

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