Upcoming Events

Upcoming events

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

    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

Refund Policy

A refund is provided for a meeting reservation that is cancelled more than 72 hours before the reservation deadline for the event.  Therefore if the event is scheduled for 11:30am on January 21st you have until 11:30am on January 18th to cancel your reservation and receive a refund.  All paid events are transferable to another attendee for the same event.

Don't forget that if you are a member, you can invite colleagues from outside your organization to an upcoming lunch for free with your paid registration.  Its our way of saying thank you for encouraging others to join the WP&BC organization.


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