Jennifer Brown has over 14 years pension plan industry experience managing the ongoing administration of a wide range of qualified retirement plans. Jennifer consults with clients on a day-to-day basis regarding their plan administration needs. She oversees the completion of many of our clients’ annual plan valuations, compliance testing and Form 5500 series preparation. Jennifer’s extensive expertise equips her to excellently complete Pinnacle’s administration of both defined benefit and defined contribution plans.
Areas of Specialty
- Cash Balance Defined Benefit Plans
- Traditional Defined Benefit Plans
- Combination Plans
- Enrolled Retirement Plan Agent (ERPA)
- Qualified Pension Administrator (QPA)
- Qualified 401(k) Administrator (QKA)
- University of Arizona, Bachelor of Science in Business Administration
Professional and Community Associations and Activities
- American Society of Pension Professionals & Actuaries (ASPPA)
- Volunteer coach for son’s soccer team – The Wildcats
Get to Know Jennifer
Would “off-road” to work if she could. Passionate soccer coach. Ex-Zamboni driver.
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. Pinnacle has a local presence in Tucson and Phoenix, Arizona (AZ), as well as Houston, Texas (TX) and Columbus, Ohio (OH), and we proudly serve businesses nationwide.