GROW! Session for Advisors April 5th

401(k) Lunch and Learn for Advisors:

Learn about the benefits of 401(k) safe harbor plan designs:

Wednesday, April 5th
11:30 am – 1:00 pm
Fleming’s Prime Steakhouse
6360 N. Campbell Ave.
Tucson, AZ 85718

Lunch is complimentary; space is limited

Topics Covered:

Understanding 401(k) Terminology: top heavy status, HCEs/NHCEs, ADP/ACP tests, etc.
Safe harbor alternatives
Pros and cons of various plan designs

Continuing Education

1 AZ Life Insurance Credit Hour
1 CFP® Credit Hour

Speakers

T.J. Orr, ERPA, QPA, QKA®, is a partner at Pinnacle Plan Design and specializes in defined contribution plan design and administration, with an emphasis on 401(k) plans.
Robbie Petrillo, QPA, QKA® consults with advisors to determine retirement plan opportunities for their clients.

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 for 401(k)/profit-sharing plans, defined benefit plans, cash balance plans, and 403(b) plans. Pinnacle Plan Design proudly serves businesses nationwide.