Insight to Help Grow Your Retirement Plan Business
This event has passed and was a great success!
- Thursday, June 4th
- 11:00 am – 1:00 pm
- Fleming’s Prime Steakhouse
- 6360 N. Campbell Ave.
- Tucson, AZ 85718
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 AZ Life Insurance Credit Hour
- 1 CFP® Credit Hour
Speaker
Kevin Donovan, CPA, EA, MSPA, ACA, is a leading actuary and national speaker in the pension field, specifically in the area of cash balance plan design and administration.
Sponsors
Don Oldag, TPA Regional Vice President | (303) 548-2814
John Conway, Regional Vice President | (760) 443-5436
Michele Giangrande, Vice President | (949) 514-5494
Mark Pottle, Vice President | (817) 899-8077
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.