Thursday, November 19, 2015
2 p.m. - 3 p.m. ET
Speaker: Kevin Donovan, CPA, EA, MSPA, FCA, Managing Member and Founder of Pinnacle Plan Design, LLC
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Webcast will be available shortly!
Interest in cash balance plans has never been higher – but who are the best prospecting candidates for this innovative plan design, how do they work, what kind of investments are appropriate, and how will they fit in your practice?
In this free webcast, Kevin Donovan, managing member and founder of Pinnacle Plan Design, LLC, will share insights and case studies that will help you qualify good candidates, quantify the benefits for them, and expand your practice to include one of the fastest-growing plan designs in recent years.
Attendee Takeaways:
How to qualify good candidates/prospects for Cash Balance
Investing cash balance assets
Impact of interest crediting rates
This webcast graciously sponsored by Nationwide Retirement.
REGISTRATION
Registration Deadline:
Live – 11/18/2015
Recorded – 11/19/2016
| Individual Viewer | Additional Viewers |
| NAPA Member: $0 | NAPA Member: $0 |
| NTSA Member: $0 | NTSA Member: $0 |
- Webcast outline and any additional presentation materials
Recordings are available one week after the live webcast takes place.
Methods of Registration
Online For live registrants only. Receive an immediate e-mail Registration Confirmation.
CONTINUING EDUCATION INFORMATION
NAPA/NTSA Members
The webcast is designed to offer registrants 1 CE credit.
Enrolled Actuaries
The webcast is designed to offer registrants 1 JBEA Non-Core CE credits for Enrolled Actuaries. The final decision as to the number and type of JBEA credits rests solely with the Joint Board for the Enrollment of Actuaries.
Enrolled Retirement Plan Agent (ERPA)
The webcast is designed to offer registrants 1 ERPA CE credit. The final decision as to the number of ERPA credits rests solely with the Internal Revenue Service.
GENERAL INFORMATION
Cancellation Policy
All Webcasts are non-refundable. If you have registered for the live Webcast and are unable to attend, please email [email protected] and request to transfer your registration to the recorded version. This request must be made before the live Webcast takes place.
ABOUT THE SPEAKER
Kevin Donovan is the managing member and founder of Pinnacle Plan Design, LLC, a third-party administrator for employer-sponsored qualified retirement plans. Kevin specializes in designing defined benefit retirement plans to maximize the benefits for business owners and principals. In 2015, Kevin received the American Society of Pension Professionals and Actuaries (ASPPA) Educator’s Award in recognition of his contributions to retirement plan education. He is a leading national speaker and published author in the pension field, specifically in the area of cash balance plan design and administration.
This webcast graciously sponsored by Nationwide Retirement.
QUESTIONS
Registration and General Questions
ASPPA Customer Support
703.516.9300
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