Pinnacle Plan Design expands into Phoenix

Lynn M. Young, MSPA, MAAA, EA, joins firm as consulting actuary

Lynn M. Young

PHOENIX, AZ (August 28, 2013) — Pinnacle Plan Design LLC, a national provider of qualified retirement plan design and administration services, announces it has expanded operations into Phoenix and has opened an office at 20830 N. Tatum Boulevard.  The new office positions Pinnacle to better serve its growing client base throughout Arizona.

The firm has also hired Lynn M. Young, MSPA, MAAA, EA, to head up the Phoenix practice. Young is an Enrolled Actuary and has over 25 years experience in the consulting and administration of qualified defined benefit, cash balance, and defined contribution plans. Young will be based in the N. Tatum Boulevard office and will be responsible for client service and practice growth.  Pinnacle Plan Design is based in Tucson and currently employs 18 professionals serving clients throughout the United States.

Lynn Young is a professional member of the American Society of Pension Professionals and Actuaries (ASPPA) and serves on numerous committees, including their Board of Directors. She is also executive vice president of the ASPPA College of Pension Actuaries (ACOPA), an affiliate group of ASPPA. She earned a B.S. in Mathematics from DePaul University. 

“Lynn has an outstanding reputation as an actuary and her leadership on the national level will provide tremendous value to our clients,” said Kevin J. Donovan, CPA, EA, MSPA, managing member of Pinnacle Plan Design.

“Lynn’s standard of excellence aligns well with Pinnacle Plan Design, thus ensuring our clients continue to receive the high level of attention we aim to provide,” said T.J. Orr, ERPA, QPA, QKA®, principal of Pinnacle Plan Design.

“Pinnacle Plan Design’s client service philosophy has collaboration at its core,” said Lynn Young.  “I’m a big believer that this approach is critical to helping our clients achieve their retirement plan goals.”

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