Seminar On Demand: "Recently Passed Defined Benefit Regulations and the Impact on Cash Balance Plans" presented by Kevin Donovan of Pinnacle Plan Design, LLC

  • 18 Nov 2014
  • 8:00 AM - 9:30 AM
  • 2394 East Camelback, Suite 600, Phoenix, AZ 85016


Registration is closed




Recently Passed Defined Benefit Regulations and the Impact on Cash Balance Plans
Tuesday, November 18, 2014

8:00 a.m. to 9:30 a.m.


Located at the offices of:

Fennemore Craig, P.C.

2394 East Camelback, Suite 600

Phoenix, AZ 85016


Presented by Kevin Donovan of Pinnacle Plan Design, LLC


*** Enrolled Actuary (EA) continuing education credit will be available *** 


This session will cover a variety of defined benefit topics, with an emphasis on cash balance plans: the proposed and final hybrid regulations and their impact on cash balance plan design, the recently released guidance on HATFA and its impact on funding, and cash balance plan document issues including the IRS announcement relating to pre-approved cash balance plan documents.

Kevin Donovan, CPA, EA, MSPA, ACA

Kevin is the managing member and founder of Pinnacle
Plan Design, LLC, a third-party administrator for employer-sponsored qualified retirement plans. Kevin specializes in designing defined benefit retirement plans to maximize the benefits for business owners and principals. He is a leading Enrolled Actuary in the pension field, specifically in the area of cash balance plan design and administration.

Kevin earned his Bachelor’s of Science in Accounting from Syracuse University and soon after became a CPA. He is a member of the American Institute of Certified Public Accountants (AICPA) and the American Society of Pension Professionals and Actuaries (ASPPA), where he has served on the Board of Directors as well as the Government Affairs Committee (GAC).

Kevin is also a founding member of the ASPPA College of Pension Actuaries (ACOPA). Kevin is a former instructor
for PPD/Corbel, the nation’s largest sponsor of continuing education courses for pension professionals.


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

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