Actuarial Consulting

We are a full service actuarial and pension administration firm providing consulting, record keeping and actuarial services for our clients. We provide accurate, comprehensive and timely work.

We are more than just mathematicians and actuaries. We take pride in our ability to communicate the intricacies of pension administration in plain English. Our experienced staff knows how to present useful information in a timely, appropriate and clear manner.

Other TPAs

Your Actuarial Back-office

For other third party administrators, Pinnacle Plan Design can act as your actuarial back-office for any defined benefit work that comes your way, whether it is a traditional defined benefit plan, a cash balance plan, or a one-participant defined benefit plan. Further, we will work with you to prepare illustrations for your current and potential clients to show them the power of adding a defined benefit plan.

“Pinnacle has an incredible ability to craft defined benefit plan designs to meet the objectives of our clients, offering consultation and guidance throughout the life of the plan…They have always been a valued partner in the service to our clients!”
Mark Vaughn, VP & CFO
MVP Plan Administrators, Inc.
Cary, NC


Three Enrolled Actuaries on Staff

Pinnacle Plan Design’s three actuaries, Kevin Donovan, Sheri Alsguth, ad Lynn Young have over 92 years of combined industry experience.

What Our TPA Partners Like About Us
  • Quick turnaround
  • Access to new revenue streams
  • Mitigate the risk of losing clients to another TPA
  • Add a trusted actuary to your team
Defined Benefit Plan Services

See our Actuarial Menu for a list of our actuarial consulting services.

We offer a full range of retirement plan services, including:

  • Defined benefit (traditional and cash balance) plan design, implementation and administration
  • Defined benefit/defined contribution combination plan design
  • IRS determination letter submissions
  • Non-discrimination testing
  • Annual coverage and non-discrimination testing, as needed
  • Actuarial valuations – Schedule SB
  • Annual valuation reports
  • Summary Annual Report or Annual Funding Notice and participant statements
  • FASB Reporting and Disclosure
  • IRS / DOL / PBGC Filings
  • Voluntary correction program submissions (VCP)
  • AFTAP certification
  • Process plan benefits that become due as a result of termination/retirement

Contact Our Team of Consulting Actuaries

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. Pinnacle has a local presence in Tucson and Phoenix, Arizona (AZ), as well as Houston, Texas (TX), and we proudly serve businesses nationwide.
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