Betsy Rannick is a distributions coordinator at Pinnacle Plan Design. She prepares the appropriate distribution paperwork and instructions for participants, as well as the documentation for loans and hardship distributions.
Areas of Specialty
- Distributions
- Loans/Hardship Withdrawals
- Safe Harbor Notices
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.