GROW! Session for Advisors Nov 17th

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

  • Thursday, Nov 17th
  • 11:00 am – 1:00 pm
  • Fogo de Chao Brazilian Steakhouse
  • 6300 N Scottsdale Rd
  • Scottsdale, AZ 85253

Lunch is complimentary; space is limited

Registration - GROW! Session for Advisors 11/17/16

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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

Speakers

  • Robbie Petrillo, QKA consults with advisors to determine retirement plan opportunities for their clients.
  • Lynn Young, EA, MSPA, MAAA is a leading actuary in the pension field.

Sponsors

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

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Rich McManus, Regional Director, Arizona  | (602) 290-6004

OppenheimerFunds

Chris Bergeron, CIMA®, CRPC®, V.P., Senior Advisor Consultant   | (480) 609-9105

 


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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