Joe Nichols, senior manager, is an industry leading enrolled actuary with decades of experience designing and administering qualified defined benefit plans and cash balance plans. He has held numerous leadership positions in the industry, having served as President of the following three professional organizations:
- American Society of Pension Professionals and Actuaries (ASPPA)
- American Retirement Association (ARA)
- American Society of Enrolled Actuaries (ASEA, formerly ACOPA).
Areas of Specialty
- Cash Balance Defined Benefit Plans
- Traditional Defined Benefit Plans
- Combination Plans
- Governmental Pension Plans
Certifications/Designations
- Enrolled Actuary (EA)
- Fellow, Society of Enrolled Actuaries (FSEA)
- Associate of the Society of Actuaries (ASA)
Education
- University of Nebraska-Lincoln, B.S. in Actuarial Science
Professional Associations and Activities
- Past-President – American Society of Pension Professionals and Actuaries (ASPPA)
- Past-President – American Retirement Association (ARA)
- Past-President – American Society of Enrolled Actuaries (ASEA, formerly ACOPA)
Contact Joe Nichols
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.