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…
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,…
By collaborating with Pinnacle Plan Design’s highly-experienced team of actuaries, third-party administrators gain a significant competitive advantage. With Pinnacle as your actuarial back-office, you can enter and compete in the defined benefit plan space, including the rapidly growing cash balance arena.
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…
Working together in pursuit of your success is our purpose and our privilege.
What does success look like to you?