Jenny Wendt

Jenny WendtERPA, QPA, QKA

Retirement Plan Consultant

Jenny Wendt is a retirement plan consultant at Pinnacle Plan Design who brings over 20 years pension-related experience to the table. She is responsible for providing qualified plan administration for defined contribution plans, such as 403(b) plans and 401(k)/profit sharing plans.

Certifications/Designations

  • Enrolled Retirement Plan Agent (ERPA)

Areas of Specialty

  • 401(k) Plans
  • Profit Sharing Plans
  • 403(b) Plans
  • Money Purchase Plans

Education

  • University of Wisconsin – Oshkosh, Bachelor of Business Administration, Major: Finance

Professional and Community Associations and Activities

  • American Society of Pension Professionals & Actuaries (ASPPA)
  • National Institute of Pension Administrators (NIPA)
  • Tucson ERISA Study Group

Get to Know Jenny

Jenny Wendt’s hobbies include:

  • Traveling
  • Painting
  • Karaoke
  • Watching her kids dance and play sports

She also volunteers as an advocate for CASA and is on the board of her son’s soccer club!


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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