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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.
- Friday, 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
Cash Balance 201: Interest Crediting Rates Explained
- Cash Balance Overview
- Selecting and Allocating to the Interest Crediting Rate
- Helpful Tools
- Ideal Cash Balance Candidates
- 1 CFP® Credit Hour
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. He is a Syracuse native and earned his Bachelor’s degree in accounting from Syracuse University.
Matthew Sommer, VP & Director, Retirement Strategy Group | (303) 336-4046
Rob Duffey, VP, Sr. Retirement Consultant | (212) 323-5008
Dan Cavaretta, Regional VP, Retirement Plans | (716) 695-1509
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 for 401(k)/profit-sharing plans, defined benefit plans, cash balance plans, and 403(b) plans. Pinnacle Plan Design proudly serves businesses nationwide.