GROW! Session for Advisors Aug 4th

GROW! Session for Advisors3rd 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.

  • Employee Benefits Consultants LogoThursday, August 4th
  • 11:30am – 1:00pm
  • Fleming’s Prime Steakhouse
  • 1855 S. Lindbergh
  • St. Louis, MO 63131

Lunch is complimentary; space is limited

This event has reached its full capacity. We will see you at the next one!

Topic

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

Continuing Education

  • 1 CFP® Credit Hour

Kevin DonovanSpeaker

Kevin Donovan, CPA, EA, MSPA, FCA, is a leading actuary and national speaker in the pension field, specifically in the area of cash balance plan design and administration.

Sponsors

Steven Yoggerst, Regional Vice President | (847) 420-0169

 

Guardian Logo

 

Rodger LyleWestern Sales Director | (713) 301-5272

Stadion Logo

 

Jo YiRegional Vice President – DCIO | (913) 948-4734

Ivy Investments Logo


 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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