GROW! Session for Advisors April 5th

401(k) Lunch and Learn for Advisors:

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

GROW! Session for Advisors

  • 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

Registration - GROW! Session for Advisors 4/5/17

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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.

Sponsors

Adam Johnson, MBA, Regional Vice President  | (480) 677-9092

Art Villar, Defined Contribution Advisor Consultant  |  (562) 354-6077

 


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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