Cheryl Fischer

Cheryl Fischer

Distribution and Document Coordinator

Cheryl Fischer is a Distribution and Document Coordinator at Pinnacle Plan Design. She has 25 years of experience in the pension industry providing support in the preparation of individual benefit request forms, maintaining participant databases, preparing year-end tax forms and government filings. She is also experienced in generating and restating plan documents.

Areas of Specialty

  • Distributions
  • Loans/Hardship Withdrawals
  • Traditional Defined Benefit Plans
  • Cash Balance Plans

Get to Know Cheryl

Cheryl is a loyal fan of the Pittsburgh Steelers and The Ohio State Buckeyes. She is also an avid reader who loves to travel.

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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