Congratulations to Karis VanderMolen on earning her Cash Balance Specialist (CBS) designation! This achievement reflects Karis’s dedication to expanding her expertise and delivering exceptional service to our clients. The CBS credential demonstrates advanced knowledge of cash balance plan design and…
Congratulations to Monica Martinez on Her Election as President of the WP&BC Phoenix Chapter We are proud to congratulate Monica Martinez on her election as President of the Western Pension & Benefits Council (WP&BC) Phoenix Chapter for the 2026–2027 term.…
Joe Nichols is this year’s recipient of ASEA’s Edward E. Burrows Distinguished Achievement Award. The honor recognizes his years of service and leadership, as well as the steady mentorship, judgment, and generosity he has shared with the actuarial and retirement…
Congratulations to Caitlyn Bradley on Becoming an Enrolled Actuary! We are proud to congratulate Caitlyn Bradley on successfully passing the examinations required to become an Enrolled Actuary (EA). This is a significant professional achievement that reflects years of dedication, technical…
On this page Beyond the Title: What Makes You a Ficuciary Back to Basics Web Resources for Plan Sponsors Pension Plan Limitations for 2026 Plan Sponsors Ask Plan Sponsor’s Quarterly Calendar Beyond the Title: What Makes You a Fiduciary “Fiduciary”…
On this page Getting Personal Committee Meeting Best Practices Web Resources for Plan Sponsors Pension Plan Limitations for 2026 Plan Sponsors Ask Plan Sponsor’s Quarterly Calendar Getting Personal Targeted Plan Communications Can Help Improve Employee Engagement and Retirement Outcomes The…
On this page A Retirement Readiness Reality Check Sharing the Burden Web Resources for Plan Sponsors Pension Plan Limitations for 2026 Plan Sponsors Ask Plan Sponsor’s Quarterly Calendar A Retirement Readiness Reality Check Employees Feel Optimistic About Retirement, But Their…
View This Newsletter: Plan Sponsor Quarterly Update – Winter 2026 In this edition, we discuss… What’s New in Washington: Legislative Update Best Practices: Are You Ready? Key SECURE 2.0 Amendment Reminders for 2026 Hot Topic: Fiduciary Breach Litigation Learn…
Tucson, AZ – December 30, 2025 – Pinnacle Plan Design, LLC, a leading actuarial consulting and third-party administration (TPA) firm, is pleased to announce the addition of Joe Nichols, EA, FSEA, ASA to its actuarial team. Widely respected throughout the…
View This Newsletter: Cost of Living Adjustments for 2026 Cost of Living Adjustments for 2026 In this quarter’s edition, you will find: Cost of Living Adjustments for 2026 Roth Catch-Up is Final – What Plan Sponsors Need to Know Year-End…