GROW! Session for Advisors June 4th

Insight to Help Grow Your Retirement Plan Business

This event has passed and was a great success!

GROW! Session for Advisors
  • 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

Kevin DonovanSpeaker

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 ConwayRegional Vice President | (760) 443-5436

 

 

 

 

 

Michele Giangrande, Vice President | (949) 514-5494

T Rowe Price

 

Mark Pottle, Vice President | (817) 899-8077

Neuberger Berman


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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