Is a Hybrid Plan the right solution?

Session Date: 
May 8th, 2017 - 4:10PM5:25PM


This session will help you understand different types of hybrid plans (e.g. Cash Balance, Cross-Tested and Variable Annuity) to evaluate what is best for your client, given their employee population, and their business strategies owners' retirement savings goals.

Field of Study:

Session Type:

Skill Level:

Speaker(s) Speaker Details Session(s)
Kevin Donovan CPA, EA, Managing Member, Pinnacle Plan Design, LLC, Tucson, AZ 6, 14, 21
Mark Swedelson CPA, QPA, VP, Goldberg, Swedelson & Associates, Encino, CA 10, 21

Field of Study Legend

Behavioral Ethics
Business Management & Organization
Personal Development
Specialized Knowledge

Skill Levels Legend

L1 - Level 1
L2 - Level 2
L* - Level 1 & Level 2