Charity Westphal

Charity WestphalEA, MSEA

Charity Westphal is an enrolled actuary specializing in the design and administration of traditional and cash balance defined benefit plans. She is a Senior Manager of the firm and has been in the pension field since 2013. Charity has a great deal of experience crafting custom illustrations for profitable businesses considering a defined benefit plan.

Areas of Specialty

  • Cash Balance Defined Benefit Plans
  • Traditional Defined Benefit Plans
  • Combination Plans


  • Enrolled Actuary (EA)
  • Member, Society of Enrolled Actuaries (MSEA)


  • UC Berkeley, Bachelor’s Degree in Economics

Contact Charity Westphal

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.

Schedule a Call

Let's talk!