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  • FPA of Southern Arizona: April Breakfast Meeting

FPA of Southern Arizona: April Breakfast Meeting

  • Wednesday, April 12, 2017
  • 7:15 AM - 9:30 AM
  • Arizona Inn: 2200 E Elm Street Tucson AZ 85719
 





Wednesday, April 12, 2017

Breakfast Meeting


Employer-Sponsored Retirement Plans: Common Missteps and Participant Distribution Guidance    

 

Presented by: Robbie Petrillo, QPA, QKA
and T.J. Orr, ERPA, QPA, QKA,

Pinnacle Plan Design

  • We will cover the issues and rules associated with distributions from employer-sponsored retirement plans, such as SIMPLE IRAs and 401(k)/profit sharing plans.
  • We will discuss the challenges associated with loans taken from retirement plan assets.
  • Attendees will learn about common missteps with regard to employer-sponsored retirement plans, both at the participant and at the plan sponsor level.
  • Attendees will be able to help their clients avoid and/or fix such missteps.
  • We will discuss retirement plan contribution limits and the opportunities available to employers.

 

Wednesday,
April 12th, 2017


        
  

       

Location: Arizona Inn  

2200 E. Elm St, Tucson, AZ, 85719 
520-325-1541 

 

FPA of Southern AZ  

Members $20 / Guests $30    

Registration and Breakfast 7:15 AM
Speaker will speak 7:45 AM -9:30 AM  

2 Hrs of CE Credits

 

  

RSVP  to Gerry Oldenski by Friday,
April 7, 2017 at  

gerry@dynasetaz.com 

  

 

To prepay with PayPal  go to our website   

We accept checks and cash at the door on the day of the meeting 

No Shows with reservations will be billed for the breakfast unless prepaid

  

 

About the Speakers: 

 

Robbie Petrillo is the plan opportunity consultant at Pinnacle Plan Design, a third-party administrator of employer-sponsored retirement plans. Pinnacle collaborates with employers and their advisors to design and administer retirement plans that turn tax dollars into retirement benefits.

Robbie develops relationships with professional advisors to uncover opportunities for their clients, while also developing and implementing the firm's marketing activities.


T.J. is a partner at Pinnacle Plan Design, LLC. Since joining the firm in 2002, T.J. has played a significant role in making Pinnacle a recognized leader in retirement plan design and administration. Her commitment to quality and streamlined 401(k) plan operations, have equipped her with the skills and working knowledge that help assure each Pinnacle client receives the personalized service they value and deserve.

  




FPA
of Greater Phoenix

480-483-9035
Vision:  The essential hub of our Financial Planning community.

Mission:  Connect CFP(R) and associated professionals to the resources they need and the people who need them.
 
c/o Premium Organization
PO Box 4130, Scottsdale AZ 85261
Fx:  480-922-5283

info@FPAofPhoenix.org   
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