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 2016-2019 Editions of the Defined Benefit Answer Book, published by Wolters Kluwer.
Awards
Publications
- Author of the 2016-2019 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.