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.
Areas of Specialty
- Traditional Defined Benefit Plans
- Cash Balance Plans
- Qualified Pension Administrator (QPA)
- Qualified 401(k) Administrator (QKA)
- 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.