Amanda Rae Iverson, COO at Pinnacle Plan Design Promoted to Shareholder

Amanda Rae IversonTUCSON, AZ – January 11, 2016 – Pinnacle Plan Design, a national provider of qualified retirement plan design, administration and actuarial consulting services, announces that Chief Operating Officer Amanda Rae Iverson, CPA, PHR, SHRM-CP, has been promoted to Shareholder.

Iverson has been Pinnacle Plan Design’s COO since 2010. She is responsible for managing the firm’s internal operations including accounting, reporting, budgeting, human resources, growth strategy, and efficiency analysis.

Iverson has over 14 years of accounting and operations experience. Prior to joining Pinnacle Plan Design, Iverson worked as a CPA Audit Manager for the firm’s parent company, BeachFleischman PLLC.  She is an active member of both the Society for Human Resource Management (SHRM) and Financial Executives & Affiliates of Tucson (FEAT), as well as a 2014 graduate of the Greater Tucson Leadership (GTL) program.

“Amanda has played a key role in facilitating the exciting growth we are experiencing here at Pinnacle,” said Kevin J. Donovan, Managing Member of Pinnacle Plan Design.  “She has truly earned this opportunity and I am confident she will continue to improve Pinnacle for the benefit of our clients, our employees, and our community.”

Pinnacle Plan Design, LLC is a national actuarial consulting firm and third-party administrator for employer-sponsored qualified retirement plans.  The firm collaborates with employers and their advisors to design and administer retirement plans that turn tax dollars into retirement benefits.


Contact Amanda Rae Iverson

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 for 401(k)/profit-sharing plans, defined benefit plans, cash balance plans, and 403(b) plans. Pinnacle Plan Design proudly serves businesses nationwide.
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