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 J. 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

 

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 Questions

If you have any questions, please do not hesitate to contact Robbie Petrillo via email or by phone at (520) 618-1960.

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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.