3rd annual cash balance plan seminar providing insight to help your business clients put away more money for a comfortable retirement.
Come join Employee Benefits Consultants and Pinnacle Plan Design at Fleming’s Prime Steakhouse for lunch and invaluable information to help you better serve your business clients.
Lunch is complimentary; space is limited
This event has reached its full capacity. We will see you at the next one!
Introduction to Cash Balance Plans. This is a different presentation than last Fall, and includes info on the PBGC, discrimination testing, and more.
- Cash Balance Overview
- Helpful Tools
- Ideal Cash Balance Candidates
- 1 CFP® Credit Hour
Steven Yoggerst, Regional Vice President | (847) 420-0169
Rodger Lyle, Western Sales Director | (713) 301-5272
Jo Yi, Regional Vice President – DCIO | (913) 948-4734
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.