Jenny Woo has been in the 401(k) plan industry since 1999. She manages the ongoing administration of defined contribution qualified retirement plans. Jenny’s experience with daily plan administration provides valuable support to Plan Sponsors.

Certifications/Designations

• Enrolled Retirement Plan Agent (ERPA)

Areas of Specialty401(k) Plans

• 401(k) Plans
• Profit Sharing Plans
• Trust Accounting
• Loans
• Distributions

Contact Jenny Woo

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.