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.


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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