Pinnacle Plan Design, LLC Continues to Expand in Phoenix

Pinnacle Acquires Third-Party Administration Firm Kollman & Associates, Ltd.


PHOENIX, AZ  – May 8, 2017 – Pinnacle Plan Design LLC, a national provider of qualified retirement plan design, administration and actuarial consulting services, announces that it has acquired Kollman & Associates, Ltd., a local third-party administration and actuarial consulting firm.  The firm was founded in 1992 by Barbara A. Kollman, EA, MAAA, MSPA and is located at Ray Road and Alma School Road. Kollman brings exponential employer-sponsored retirement plan expertise to the Pinnacle Plan Design team and will continue to serve her current clients.  With the addition of Kollman, Pinnacle now has four enrolled actuaries (EA) and 23 professionals on staff to design and administer customized 401(k)/profit sharing plans and defined benefit plans for their clients.

Kollman’s decision to join Pinnacle was a strategic move for the benefit of her valued clients: “As a baby boomer, I see people in my generation aging, experiencing health issues and moving on to a different life,” said Kollman.  “Although I do not foresee an interruption in the services I am able to provide, it is a concern to me as to what would happen to my clients’ retirement plans in the event I was unable to continue providing on-going services, even if the disruption in service was for a short period of time.  Therefore, I have decided to join a larger pension company that has an excellent reputation and together we will provide full administration and actuarial services to my clients.”

“Barb is a very well-respected member of the retirement plan industry and the Phoenix community,” said Amanda Rae Iverson, CPA, PHR, SHRM-CP, Chief Operating Officer at Pinnacle Plan Design.  “We are very excited to welcome her and her clients to the Pinnacle family as we continue to expand our footprint in the Valley.”

Kollman will join Pinnacle Plan Design’s Phoenix office at 22nd Street and Camelback Road, effective May 31st, 2017.

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