Edith Galdamez-Chavez

Edith Galdamez-ChavezQKA®

Retirement Plan Consultant

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Edith Galdamez-Chavez is a retirement plan consultant with Pinnacle Plan Design. She focuses on 401(k)/profit sharing plans as well as defined benefit plans.

Certifications/Designations

Areas of Focus

Defined Contribution Plans:
- 401(k) Plans
- Profit Sharing Plans
- 403(b) plans
Defined Benefit Plans
- Cash Balance Plans
- Traditional Defined Benefit Plans

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.

Leadership

Amanda Rae Iverson CPA, MBA, PHR, SHRM-CP, APM
Stephanie L. B. Terry CPA, QPA, QKA®
Lynn Young EA, FSEA
Andrew Forgrave EA, FSEA, FCA
Kevin J. Donovan EA, FSEA, FCA
Matthew Avery MBA, QKA®
Jennifer Brown CBS, ERPA, QPA, QKA®
Gail Kuhn ERPA, QPA, QKA®
Joe Nichols EA, FSEA, ASA
Bill Presson ERPA, QPA, QKA®
Paul Scardicchio ERPA, QPA
Tammy Shinohara QKA®
Charity Westphal EA, MSEA

Business Development

Amanda Rae Iverson CPA, MBA, PHR, SHRM-CP, APM
Bill Presson ERPA, QPA, QKA®
Tamara Lewis QKS®
Sarah Marr
Joel Wolfberg QKA®
Carrie Curtis

Retirement Plan Administrators

Michael Aure QKA®
Scott Basco FSA, FCA, EA
Caitlyn Bradley EA, QPA, QKA®
Scott Church QKC, QKA®
Sariah Cicotte QKA®
Wendy Clements ERPA, QPA
Michael DeLuca
Grant Dozer EA, MSEA
Lisa Fox QKA®
Edith Galdamez-Chavez QKA®
Graeme Hansell QPA, QKC, QKA®
Lori Johnson QKA®
Monica Martinez ERPA, QPA
Michaela Piper QKA®
Kelly M. Ryan ERPA, APA, APR
Kevin Strauch EA, MSEA
Adam Van Newenhizen QKA®
Karis VanderMolen CBS, QKA®, QKS®
Jenny Woo ERPA