TUCSON & PHOENIX, AZ – April 17, 2018 – Pinnacle Plan Design, a national provider of qualified retirement plan design, administration and actuarial consulting services, announces that Stephanie L. B. Terry and Lynn Young have been promoted to partner.
Stephanie LB Terry, CPA, QPA, QKA® has been a Retirement Plan Administrator at Pinnacle Plan Design since 2004. With a dual focus on both defined contribution and defined benefit plans, in harmony with her CPA designation, her technical expertise is valued by her clients and by Pinnacle. Terry is an active member of AICPA, ASCPA, ASPPA, and NIPA, and serves on the conference planning committee for NIPA’s Annual Forum & Expo. “I am passionate about Pinnacle and its vision,” said Terry. “The firm’s commitment to the continued success of its clients and employees is remarkable.”
Lynn Young, EA, MSPA, MAAA is one of Pinnacle Plan Design’s four enrolled actuaries. Since 2013, she has played a key role in Pinnacle’s growth in the Phoenix market, while also providing actuarial consulting services for third-party administrators nationwide. Young is a recent past president of the ASPPA College of Pension Actuaries (ACOPA), a frequent speaker at national pension conferences, and a co-author of Wolters Kluwer’s Defined Benefit Answer Book. “I am excited about Pinnacle’s growth in recent years, and I look forward to contributing to the firm’s upward trajectory for years to come,” said Young.
“Stephanie and Lynn are technical experts in this field,” said Amanda Rae Iverson, partner and Chief Operating Officer of Pinnacle Plan Design. “They both deliver superior service to our clients. Additionally, they both genuinely care about our employees and seek to find the best solutions to help Pinnacle grow and remain a leader in the qualified plan market. Stephanie has been a contributing member of our management team for over a decade, constantly striving to make improvements to our company. Lynn brings an added dimension to our actuarial practice as an actuarial thought leader and ACOPA past president. We could not be more excited for them to join our ownership team.”
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 Stephanie and LynnPinnacle 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.