Caitlyn Bradley

Caitlyn BradleyQPA, QKA®

Retirement Plan Consultant

Caitlyn is a retirement plan consultant with Pinnacle Plan Design. She is responsible for administering defined benefit retirement plans. She is currently pursuing the Enrolled Actuary (EA) designation.


Qualified Pension Administrator
Qualified 401(k) Administrator

Areas of Specialty

  • Traditional Defined Benefit Plans
  • Cash Balance Plans


  • Arizona State University, Bachelor of Science in Computational Mathematical Sciences
  • Columbia University, Masters in Actuarial Science

Get to Know Caitlyn

Avid reader, amateur cross country runner, lover of country music and dancing!

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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