vCard | kdonovan@pinnacle-plan.com
Kevin Donovan is the managing member and founder of Pinnacle Plan Design where he specializes in designing retirement plans to maximize the benefits for business owners and principals. Kevin is a leading actuary in the pension field, specifically in the area of cash balance plan design and administration. Kevin, along with fellow actuaries Sheri Alsguth and Lynn Young, authored the 2016 and 2017 Editions of the Defined Benefit Answer Book, published by Wolters Kluwer.
Awards
Publications
- Author of the 2016 and 2017 Editions of the Defined Benefit Answer Book, published by Wolters Kluwer
Kevin is also published in a number of industry publications including:
- Journal of Pension Benefits
- Journal of Taxation of Employee Benefits
- The Benefit Law Journal
- The ASPPA Journal
- AICPA publication, “Adviser’s Guide to Retirement Plans for Small Businesses”
- Plan Consultant Magazine
Areas of Specialty
- Retirement Plan Education
- Cash Balance Defined Benefit Plans
- Traditional Defined Benefit Plans
- Combination Plans
Certifications/Designations
- Certified Public Accountant (CPA)
- Enrolled Actuary (EA)
- Fellow, Society of Pension Actuaries (FSPA)
- Fellow, Conference of Consulting Actuaries (FCA)
Education
- Syracuse University, Bachelor of Science in Accounting
Professional Associations and Activities
- American Institute of Certified Public Accountants (AICPA)
- Arizona Society of Certified Public Accountants (ASCPA)
- American Society of Pension Professionals and Actuaries (ASPPA)
- College of Pension Actuaries
- Conference of Consulting Actuaries (CCA)
- National Institute of Pension Administrators (NIPA)
- Tucson ERISA Study Group
Get to Know Kevin
Father of three adult children. Die-hard New York Giants and Yankee fan. Lover of the Grateful Dead and other improvisational music.
Industry Thought Leadership
Past Speaking Engagements
2014
February
- 2014 Non-Discrimination Testing Symposium & Cash Balance Plans
02/20/2014 – 02/22/2014
San Diego, CA
March
- March’s Featured Speaker for the Financial Planning Association (FPA) of Southern Arizona
03/12/2014
Tucson, AZ
- Conference of Consulting Actuaries 39th Enrolled Actuaries Meeting
03/23/2014 – 03/26/2014
Washington, DC
April
- GROW! Session for Advisors
04/23/2014
Houston, TX
- 2014 NIPA Annual Forum & Expo
04/27/2014 – 04/30/2014
Las Vegas, NV
May
- GROW! Session for Advisors
05/02/2014
Tucson, AZ - Private Event: In-House Training for TPA Client
05/19/2014
Huntington Beach, CA - GROW! Session for Advisors
05/20/2014
Orange County, CA
June
- ACOPA Advanced Actuarial Conference
06/02/2014 – 06/03/2014
Las Vegas, NV - Private Event: In-House Training for Financial Advisors
06/04/2014
Boulder, CO - Private Event: In-House Training for CPA Firm
06/04/2014
Denver, CO - Private Event: In-House Training for Financial Advisors
06/05/2014
Denver, CO - Private Event: In-House Training for Financial Advisors
06/06/2014
Denver, CO - GROW! Session for Advisors
06/06/2014
Denver, CO - June’s Featured Speaker for the Financial Planning Association (FPA) of Greater Phoenix
06/25/2014
Phoenix, AZ
July
- GROW! Session for Advisors
07/21/2014
Syracuse, NY - GROW! Session for Advisors
07/22/2014
Rochester, NY - GROW! Session for Advisors
07/23/2014
Buffalo, NY - ASPPA Western Benefits Conference
07/27/2014 – 07/30/2014
Las Vegas, NV
August
- ACOPA Actuarial Symposium
08/15/2014 – 8/16/2014
Chicago, IL
September
- GROW! Session for Advisors
09/23/2014
St. Louis, NV - Private Event: In-House Training for TPA Client
09/24/2014
Atlanta, GA - RPA ProSeries for Advisors
09/24/2014
Atlanta, Georgia
October
- Conference of Consulting Actuaries Annual Meeting
10/19/2014 – 10/22/14
Rancho Mirage, CA - ASPPA Annual Conference
10/26/2014 – 10/29/14
National Harbor, MD
November
- GROW! Session for Advisors
11/07/2014
San Diego, CA - GROW! Session for Advisors
11/13/2014
San Antonio, TX - ASPPA Benefits Council of Central Texas
11/14/2014
Austin, TX - Western Pension & Benefits Council Seminar On Demand
11/18/2014
Phoenix, AZ - GROW! Session for Advisors
11/18/2014
Scottsdale, AZ
2013
January
- Los Angeles Benefits Conference
01/30/2013 – 02/01/2013
Los Angeles, CA
February
- 2013 Non-Discrimination Testing Symposium & Cash Balance Plan Issues
02/05/2013 – 02/08/2013
Scottsdale, AZ
April
- American Academy of Actuaries 2013 Enrolled Actuaries Meeting
04/08/2013 – 04/12/2013
Washington D.C.
- NIPA 2013 Annual Forum & Expo
04/29/2013 – 05/01/2013
Las Vegas, NV
May
- ASPPA Mid-Atlantic Benefits Conference
05/14/2013 – 05/17/2013
Philadelphia, PA
- ASPPA Advanced Actuarial Conference
05/20/2013 – 05/21/2013
Las Vegas, NV
June
- ASPPA Great Lakes Benefits Conference
06/13/2013 – 06/14/2013
Chicago, IL
July
- ASPPA Western Benefits Conference
07/21/2013 – 07/24/2013
San Diego, CA
August
- ASPPA ACOPA Actuarial Symposium
08/09/2013 – 08/10/2013
Chicago, IL
September
- RPA ProSeries for Advisors
09/09/2013
Atlanta, GA
October
- 2013 Conference of Consulting Actuaries Annual Meeting
10/20/2013 – 10/23/2013
San Antonio, TX
- ASPPA Annual Conference
10/27/2013 – 10/30/13
National Harbor, MD
November
- November Meeting of the Los Angeles Chapter of the National Institute of Pension Administrators (NIPA)
11/13/2013
Los Angeles, CA
- Private Event: In-house Training for TPA Client
11/14/2013
Rochester, NY
- GROW! Session for Advisors Luncheon
11/19/2013
Scottsdale, AZ
December
- ASPPA Webcast on Advanced Cash Balance Topics
12/17/2013, 2:00-3:40 PM EST
2012
January
- Los Angeles Benefits Conference
01/11/2012 – 01/13/2012
Los Angeles, CA
February
- Larry Deutsch Enterprises and Penguin Consulting & Design 2012 Non-Discrimination Testing Symposium & Cash Balance Plan Issues
02/08/12 – 02/11/12
Huntington Beach, CA
March
- American Academy of Actuaries 2012 Enrolled Actuaries Meeting
03/25/12 – 03/28/12
Washington DC
May
- National Institute of Pension Administrator (NIPA) 2012 Annual Forum & Expo
04/29/12 – 05/02/12
Las Vegas, NV
- ASPPA Mid-Atlantic Benefits Conference
05/21/12 – 05/22/12
Philadelphia, PA
June
- ACOPA Advanced Actuarial Conference
06/04/12 – 06/05/12
Boston, MA
- American Society of Pension Professionals & Actuaries (ASPPA) Great Lakes Benefits Conference
06/21/12 – 06/22/12
Chicago, IL
July
- American Society of Pension Professionals & Actuaries (ASPPA) Western Benefits Conference
07/15/12 – 07/18/12
Seattle, WA
August
- ASPPA Benefits Council (ABC) of New York
08/09/12
New York, NY
- ACOPA Actuarial Symposium
08/10/12 – 08/11/12
Chicago, IL
October
- American Society of Pension Professionals & Actuaries (ASPPA) Annual Conference
10/28/12 – 10/31/12
National Harbor, MD
2011
February
- SunGard Relius Advanced Pension Conference02/09/2011 – 02/11/2011Orlando, FL
- Larry Deutsch Enterprises and Penguin Consulting & Design
2011 Non-Discrimination Testing Symposium & Cash Balance Plan Issues02/16/11 – 02/19/11Memphis, TN
March
- American Academy of Actuaries 2011 Enrolled Actuaries Meeting03/27/11 – 03/30/11Washington D.C.
April
- Southern Arizona Estate Planning Council04/20/11Tucson, AZ
May
- National Institute of Pension Administrator (NIPA) 2011 Annual Forum & Expo05/01/11 – 05/04/11Las Vegas, NV
June
- ASPPA College of Pension Actuaries (ACOPA) Advanced Actuarial Conference06/06/11 – 06/07/11San Francisco, CA
July
- American Society of Pension Professionals & Actuaries (ASPPA) Western Benefits Conference07/24/11 – 07/26/11Las Vegas, NV
August
- ASPPA College of Pension Actuaries (ACOPA) Actuarial Symposium08/12/11 – 08/13/11Boston, MA
September
- National Institute of Pension Administrators (NIPA) Webcast09/20/2011Back to School on Cash Balance/DC Combo Designs Webcast
October
- American Society of Pension Professionals & Actuaries (ASPPA) Annual Conference10/23/11 – 10/26/11National Harbor, MD
Contact Kevin Donovan
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.