Pinnacle Plan Design grows its Phoenix practice

Monica Martinez Monica A. Martinez, ERPA, QPA, joins firm as a retirement plan administrator

PHOENIX, AZ  – November 24, 2014 – Pinnacle Plan Design LLC, a national provider of qualified retirement plan design, administration and actuarial consulting services, announces that Monica A. Martinez, ERPA, QPA has been hired as a retirement plan administrator. Martinez adds a wealth of knowledge and experience to the firm’s growing Phoenix practice. She will work closely with employers both locally in Phoenix and nationally to ensure that their 401(k) and profit sharing plans operate smoothly. Pinnacle Plan Design currently employs 21 professionals, including three Enrolled Actuaries (EA), four CPAs and five Qualified Pension Administrators (QPA). The firm has a local presence in Tucson, Phoenix, Houston, and Denver and serves clients throughout the United States.

Martinez has over 19 years employee benefit plan-related experience, with an emphasis on defined contribution plans. Prior to joining Pinnacle Plan Design, she worked for several other third-party administrators, both in Tucson and Phoenix. Martinez is an Enrolled Retirement Plan Agent (ERPA), as well as a Qualified Pension Administrator (QPA). She is an active member of the American Society of Pension Professionals & Actuaries (ASPPA).

“Monica is an exceptional addition to the Pinnacle team” said Lynn Young, EA, MSPA, MAAA, consulting actuary and head of Pinnacle Plan Design’s Phoenix practice. “Plan sponsors will greatly appreciate her technical expertise and extensive experience.”

“Monica has a reputation for delivering excellent client service” said T.J. Orr, ERPA, QPA, QKA®, partner at Pinnacle Plan Design. “Service is Pinnacle’s core competency, making Monica a perfect fit.”

“Having lived in both Tucson and Phoenix myself, I was excited to join a firm that has offices in both communities” said Martinez. “I enjoy helping employers navigate the maze that is retirement plan administration. I was drawn to Pinnacle Plan Design as they too value this collaborative relationship with the employer.”

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