Charity Westphal is an enrolled actuary specializing in the design and administration of traditional and cash balance defined benefit plans. She 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
Certifications/Designations
- Enrolled Actuary (EA)
- Member, Society of Enrolled Actuaries (MSEA)
Education
- 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.