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. Pinnacle has a local presence in Tucson and Phoenix, Arizona (AZ), as well as Houston, Texas (TX) and Columbus, Ohio (OH), and we proudly serve businesses nationwide.
Pinnacle Plan Design has helped companies across the nation with their retirement plan needs, while providing the individual attention each company deserves.
Retirement Plan Design ▲ Administration ▲ Consulting ▲ Actuarial Services
452 years of related experience
Founded in January, 2001 by Kevin Donovan, CPA, EA, FSPA, FCA, Pinnacle Plan Design is a nationally recognized leader in the design and administration of qualified retirement plans. We provide retirement plan consulting and design, actuarial services and administrative services. Our team of actuaries and credentialed retirement plan experts are uniquely qualified to help you successfully navigate complex federal regulations and obtain maximum benefits for you and your stakeholders.
48 pension-related designations
The Pinnacle Plan Design organization holds itself to the highest professional standards. Pinnacle’s leadership and professional staff have earned various industry certifications and designations including: Enrolled Actuaries (EAs), Certified Public Accountants (CPAs), Qualified Pension Administrators (QPAs), Qualified 401(k) Administrators (QKAs), and more. In addition, Pinnacle encourages every member of its organization to actively participate in the American Society of Pension Professionals & Actuaries (ASPPA) and the National Institute of Pension Administrators (NIPA) certification and credentialing programs, not only demonstrating their commitment to the pension field but also assuring that every retirement plan Pinnacle supports has access to the most complete and up-to-date information.
1,330 plans administered; $1.2 Billion in plan assets; 18,500 participants
Pinnacle’s superior technical expertise combined with our unmatched client service makes us an industry leader in the retirement plan arena. Pinnacle delivers personalized high-impact results to over 1,000 closely-held clients across the nation. Our highly-credentialed professionals are committed to delivering outstanding client service, so that you are able to spend your time focusing on your core business, not on your retirement plan.