Plan Sponsor Quarterly Update – Winter 2024

View This Newsletter: Plan Sponsor Quarterly Update – Winter 2024

In this edition, we discuss…

  • What’s New In Washington: House Introduces Roth Rollover Bill
  • Best Practices: Correcting LTPTE Errors
  • Hot Topic: IRS Releases Proposed LTPTE Guidance, with Updated Information


Learn more

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.
Schedule a Call

Let's talk!