Monthly Luncheon: Taking Good Care of the 401(k) Plan presented by T.J. Orr of Pinnacle Plan Design

  • 08 Mar 2018
  • 11:30 AM - 1:00 PM
  • Phoenix Country Club (at 7th Street and Thomas)

Registration


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Taking Good Care of the 401(k) Plan

Many of us work in the qualified plan world with a variety of specialties and areas of expertise.  This requires that the employer engage with several different providers who maintain various roles with respect to the plan, in addition to those who have an ancillary role like the accountant, payroll company, etc.  In order to ensure that nothing “falls through the cracks”, and to achieve a healthy, audit-ready plan, good collaboration amongst the service providers is a must.  We’ll talk about some of the failures that could be avoided with collaboration, and help the plan sponsors to see why it’s so critical to “pull the team together”.  

Event Details

When:

Thursday, March 8, 2018

11:30am to 1:00pm

 

Where:

Phoenix Country Club

2901 N. 7th Street

Phoenix, AZ 85014

 

(Don't forget that if you are a member, you can invite colleagues from outside your organization to our event for free with your paid registration.  Just email us with your guest name, company and email address to Matt Bradford at mjb15@ntrs.com

About T.J. Orr, ERPA, QPA, QKA

T.J. Orr is a partner at Pinnacle Plan Design. 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.

The statements and materials presented at WP&BC Phoenix Chapter events are solely the opinions of the speakers and do not represent the opinions or positions of WP&BC Phoenix Chapter. In addition, WP&BC Phoenix Chapter assumes no responsibility for the content or accuracy of the statements and materials presented by speakers at WP&BC Phoenix Chapter events


If you are a member of WP&BC, you can attend he 2018 NIPA Annual Forum & Expo (2018NAFE) at the discounted membership price.  2018NAFE offers enriching, relevant, world-class education to help you build your business and enhance the services you provide to your organization’s clients. Register now for the 2018NAFE in Las Vegas on May 20-23, 2018.


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