GROW! Session for Advisors Aug 14th

GROW! Session for AdvisorsThis event has passed and was a great success!

Insight to Help Grow Your Retirement Plan Business

Come join the Scolaro Law Firm and Pinnacle Plan Design at The Genesee Grande Hotel for breakfast and invaluable information to help you better serve your business clients.

  • Scolaro LogoFriday, August 14th
  • 7:30 am – 9:00 am
  • The Genesee Grande Hotel
  • 1060 East Genesee Street
  • Syracuse, NY 13210

Breakfast 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

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. He is a Syracuse native and earned his Bachelor’s degree in accounting from Syracuse University.

Sponsors

Matthew Sommer, VP & Director, Retirement Strategy Group | (303) 336-4046

Janus Capital Group

 

Rob Duffey, VP, Sr. Retirement Consultant | (212) 323-5008

 

Dan Cavaretta, Regional VP, Retirement Plans | (716) 695-1509

Nationwide

 


 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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