
Cassandra Garza is an administrative assistant at Pinnacle Plan Design. She ensures that all documents and forms of communication reach our clients in a timely fashion.
Areas of Specialty
- Communication
- Assembly
- Organization
- 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.