Pinnacle Plan Design is a third-party administrator (TPA) for employer-sponsored qualified retirement plans. We specialize in retirement plan design, administration and actuarial consulting. We are very proud of our CEFEX-ASPPA Certification.
Pinnacle Plan Design has helped companies across the nation with their retirement plan needs, while providing the individual attention each company deserves.
Caring for People. Caring for Plans.
Building Better Futures, Together.
At Pinnacle Plan Design, you will find a team that values excellence, collaboration, and genuine care. We believe people thrive in supportive environments, and we are committed to helping every team member grow. Whether you work in actuarial services, plan administration and consulting, trust accounting, distributions, onboarding, business development, or operations, you will make a meaningful impact for clients while working with colleagues who are dedicated to doing what is right and helping each other succeed.
Our C.A.R.I.N.G. Values
These values shape our culture, guide our decisions, and define what it means to work at Pinnacle.
Collaboration and Community
We work together—within our firm, with our clients, and across our profession—to create something stronger than any one of us could achieve alone.
Accountability
We take ownership of our roles and results, following through on our commitments with transparency and integrity.
Responsiveness
We listen and respond quickly, providing timely, customized service to support our clients and one another.
Integrity, Inclusion & Expertise
We uphold the highest standards—ethically, inclusively, and technically—so our clients and teammates can trust our knowledge, our process, and our outcomes.
Nurturing Growth
We are committed to continuous growth—developing the professional, personal, and technical skills that empower success and leadership at every level.
Gratitude and Giving Back
We lead with appreciation and serve our community and industry with passion, purpose, and generosity.
Retirement Plan Design • Administration • Consulting • Actuarial Services
890 years of related experience
Founded in January, 2001 by Kevin J. Donovan, EA, FSEA, FCA, Pinnacle Plan Design is a nationally recognized leader in the design and administration of qualified retirement plans. We provide retirement plan consulting and design, actuarial services and administrative services. Our team of actuaries and credentialed retirement plan experts are uniquely qualified to help you successfully navigate complex federal regulations and obtain maximum benefits for you and your stakeholders.
75 pension-related designations
The Pinnacle Plan Design organization holds itself to the highest professional standards. Pinnacle’s leadership and professional staff have earned various industry certifications and designations including: Enrolled Actuaries (EAs), Certified Public Accountants (CPAs), Qualified Pension Administrators (QPAs), Qualified 401(k) Administrator™s (QKA®s), and more. In addition, Pinnacle encourages every member of its organization to actively participate in the American Society of Pension Professionals & Actuaries (ASPPA) and the National Institute of Pension Administrators (NIPA) certification and credentialing programs, not only demonstrating their commitment to the pension field but also assuring that every retirement plan Pinnacle supports has access to the most complete and up-to-date information.
2,000 plans administered; $2.5 Billion in plan assets; 25,000 participants
Pinnacle’s superior technical expertise combined with our unmatched client service makes us an industry leader in the retirement plan arena. Pinnacle delivers personalized high-impact results to nearly 2,000 closely-held clients across the nation. Our highly-credentialed professionals are committed to delivering outstanding client service, so that you are able to spend your time focusing on your core business, not on your retirement plan.