2nd 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.
Wednesday, November 4th- 11:00am – 1:00pm
- Fleming’s Prime Steakhouse
- 1855 S. Lindbergh
- St. Louis, MO 63131
Lunch is complimentary; space is limited
Topic
Cash Balance 201: Interest Crediting Rates Explained
- Cash Balance Overview
- Selecting and Allocating to the Interest Crediting Rate
- Helpful Tools
- Ideal Cash Balance Candidates
Continuing Education
- 1 CFP® Credit Hour
Speaker
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
David Price, Regional Vice President | (314) 422-8781
Eric Magyar, Retirement Director | (312) 206-2333
Jo Yi, Regional Vice President – DCIO | (913) 948-4734
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.