Lisa Pfautz and Kevin Strauch join firm as consulting actuaries
TUCSON, AZ – April 20, 2020 – Pinnacle Plan Design LLC, a national provider of qualified retirement plan consulting, design, administration and actuarial services, announces the addition of two pension actuaries to their actuarial team: Lisa Pfautz, EA, MSEA, ASA and Kevin Strauch, EA, MSEA.
Pfautz and Strauch will be responsible for the design and administration of traditional defined benefit and cash balance retirement plans for clients nationwide. As Pinnacle Plan Design continues to grow, their expertise will go a long way in increasing Pinnacle’s capacity to serve employers that sponsor qualified retirement plans, as well as other third-party administrators seeking actuarial services. Pinnacle currently employs 28 professionals, including a team of Enrolled Actuaries, CPAs, and experienced retirement plan consultants.
“We are fortunate to be able to add Lisa and Kevin to our actuarial team,” said Kevin Donovan, CPA, EA, FSEA, FCA, managing member and lead actuary at Pinnacle Plan Design. “They will both play a key role in our ability to continue to offer superior client service and technical expertise as we grow.”
Lisa Pfautz, EA, MSEA, ASA
Over her 20-year career, Pfautz (pronounced “Fouts”) has been a director of plan administration and a consulting actuary for a third-party administrator (TPA) based in Wisconsin, as well as an owner of another TPA firm based in Pennsylvania. She received her Bachelor’s degree in Actuarial Science from Lebanon Valley College.
“I am delighted to join Pinnacle Plan Design’s team of brilliant retirement plan specialists,” said Pfautz. “I’m excited to meet our defined benefit plan clients and TPA partners and to exchange knowledge and expertise.”
Kevin Strauch, EA, MSEA
Strauch (pronounced “Str-ow-k”) has nearly a decade of experience serving clients with defined benefit plans of all sizes. He received his Bachelor’s degree in Mathematics and Secondary Education from Eastern University in 2008.
“Before joining Pinnacle, I knew that their team members were well-known experts in the field with a reputation of being approachable and performing high quality work,” said Strauch. “Having now been a part of this team, I can confirm that those expectations are reality. I appreciate the collaborative work atmosphere and their willingness to stay ahead of an ever-changing and complex retirement plan world.”
About Pinnacle Plan Design
Pinnacle Plan Design is a national provider of qualified retirement plan consulting, design, administration and actuarial services. The firm collaborates with employers, accountants, financial advisors, and other third-party administrators to offer traditional defined benefit, cash balance, 401(k), 403(b), and profit sharing plans. Pinnacle’s leadership and professional staff have earned numerous industry certifications and designations including: Certified Public Accountants (CPAs), Enrolled Actuaries (EAs), Members of the Society of Enrolled Actuaries (MSEAs), Enrolled Retirement Plan Agents (ERPAs), Qualified Pension Administrators (QPAs), and Qualified 401(k) Administrators (QKAs). For more information, click here.