Joel Wolfberg is an Installation Coordinator at Pinnacle Plan Design. He has twelve years’ experience in the pension plan industry with an administration and consulting background. He is responsible for educating clients that are new to retirement plans about the intricacies and benefits of the plan. For clients familiar with retirement plans but new to Pinnacle, he is responsible for educating them about the Pinnacle Plan Design service model and setting a strong foundation for the annual administration cycles to come.
Certifications/Designations
Areas of Specialty
- Onboarding 401(k)/profit sharing plan clients
- Recordkeepers
Education
- Bachelor of Science in Financial Management from Southeastern University
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.