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.
- Thursday, 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!
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. 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.