Retirement Plan Design▲Administration▲Consulting▲Actuarial Services
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Plan Design

Retirement plan design may vary dramatically based upon workforce demographics, tax objectives, owner’s retirement requirements, and desired flexibility. We recognize the importance of tailoring retirement plans to the specific goals of the people the plan is meant to serve. Our…

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Form 945

Plan Document Preparation & Maintenance

Internal Revenue Service (IRS) rules require retirement plans to have a written plan document to formalize how the plan will operate. Once Pinnacle Plan Design has finalized the plan design to your satisfaction, we will prepare the necessary plan document,…

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Actuarial Consulting

Lisa PfautzEA, MSEA, ASA Lynn YoungEA, MSEA Kevin DonovanCPA, EA, FSEA, FCA Andrew ForgraveEA, MSEA, FCA Kevin StrauchEA, MSEA Cash Balance Plans · Traditional Defined Benefit Plans Included in Actuarial Consulting Package: Design of Traditional Defined Benefit or Cash Balance…

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Plan Administration & Compliance

Annual retirement plan administration and compliance is a large job, and our job is to make sure your retirement plan never becomes a headache. Pinnacle’s team is also aware of the time involved with plan administration.  Therefore, we not only…

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Working together in pursuit of your success is our purpose and our privilege.
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