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
Certifications/Designations
- Enrolled Actuary (EA)
- Member, Society of Enrolled Actuaries (MSEA)
Education
- UC Berkeley, Bachelor’s Degree in Economics
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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.