View This Newsletter: Plan Sponsor Quarterly Update – Summer 2024
In this edition, we discuss…
- Washington Update: Fiduciary Rule
- Best Practices: Preventing Plan Theft
- Hot Topic: Highlight on IRS Proposed Forfeiture Regulations
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.