Carrie Curtis

Carrie Curtis

Administrative Assistant

Carrie Curtis is an administrative assistant at Pinnacle Plan Design. During her time at Pinnacle, Carrie has participated in all areas of administration including reception, assembly and billing.

Areas of Specialty

  • Billing
  • Marketing
  • Client Onboarding
  • Assembly
  • Reception

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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