Monthly Luncheon: In the Blink of an Eye: Single Employer Plan to Multiple Employer Plan presented by T.J. Orr of Pinnacle Plan Design

  • 12 Sep 2019
  • 11:30 AM - 1:00 PM
  • Phoenix Country Club (at 7th Street and Thomas)

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In the Blink of an Eye: Single Employer Plan to Multiple Employer Plan

Plans covering more than one entity is not at all uncommon, as entity structures are developed by attorneys and accountants to maximize opportunities and minimize risk for their client's operations or practices.  This creates some unique situations and it's not always terribly clear to those working with the plan. 

Learning Objectives:

  • What makes a MEP a MEP
  • How related employers create a SEP
  • How a change of ownership can change a SEP to a MEP
  • How to enter and exit a MEP
  • When a distributable event occurs, and when it does not
  • Case studies and collaboration

Event Details

When:

Thursday, September 12, 2019

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 info@wpbcphoenix.org.  

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 event

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