Amanda Rae Iverson

Amanda Rae IversonCPA, MBA, PHR, SHRM-CP, APM

Amanda Rae Iverson is Pinnacle’s CEO. Amanda is responsible for stewarding the firm’s vision and growth, while optimizing client experience and internal operations. In addition, Amanda is the 2024 President of ASPPA – the American Society of Pension Professionals & Actuaries.

Publications

Areas of Specialty

  • Efficiency Analysis
  • Accounting and Auditing
  • Human Resources

Certifications

  • Certified Public Accountant (CPA) – AZ State Board of Accountancy
  • Master of Business Administration (MBA)
  • Professional in Human Resources (PHR) – HRCI
  • Society for Human Resource Management – Certified Professional (SHRM-CP) – SHRM
  • Associated Professional Member (APM) – ASPPA

Awards

Education

  • Pacific University, Bachelor of Arts in Business Administration with emphasis in Accounting
  • University of Wisconsin MBA Consortium – Master of Business Administration (MBA)

Community Involvement

  • Greater Tucson Leadership, Board Member
  • Greater Tucson Leadership, Alumnus (Class of 2014)

Professional Involvement

  • 2024 President, American Society of Pension Professionals & Actuaries (ASPPA)
  • Society for Human Resource Management – Greater Tucson (SHRM-GT) – Programming Committee Member
  • Arizona Society of Certified Public Accountants (ASCPA)
  • Financial Executives & Affiliates of Tucson (FEAT) – Affiliate Member

Industry Thought Leadership

Jul
15
Mon
2024
Q2 Contribution Installment
Jul 15 all-day

Second quarter contribution installment for current year, if applicable (DB Plans)

Jul
31
Wed
2024
File Form 5500
Jul 31 all-day

Initial filing deadline for Form 5500 (or extend using Form 5558)

Sep
15
Sun
2024
Contribution Due for Minimum Funding
Sep 15 all-day

Contribution due for minimum funding

Employer Contributions Due
Sep 15 all-day

Employer contributions are due by the tax filing date plus tax return extensions (All Plans)

Employer Contributions Due
Sep 15 all-day

Employer contributions are due by the tax filing date plus extensions but no later than 9/15 (All DB Plans)

Minimum Funding is Due
Sep 15 all-day

Funding for plans subject to minimum funding (e.g. money purchase plans) is due regardless of tax filing date

Sep
30
Mon
2024
AFTAP Must be Certified
Sep 30 all-day

Adjusted Funding Target Attainment Percentage (AFTAP) must be certified (DB Plans)

Summary Annual Report to Participants
Sep 30 all-day

Summary Annual Report (SAR) must be disbursed to participants if Form 5500’s were not extended (All Non‐extended Plans)

Summary Annual Report to Participants
Sep 30 all-day

Summary Annual Report (SAR) must be disbursed to participants if Form 5500’s were not extended (All Non‐extended Plans not covered by the PBGC)

Oct
15
Tue
2024
Employer Contributions Due
Oct 15 all-day

Employer contributions are due by the tax filing date plus tax return extensions (Only applicable to Schedule C (1040) filers)


Contact Amanda Rae Iverson

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.

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