Kevin J. Donovan

Kevin J. DonovanCPA, EA, FSEA, FCA

Managing Member, Founder
Defined Benefit Answer Book Author

Kevin J. 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 at Pinnacle have authored the 2016-Present Editions of the Defined Benefit Answer Book, published by Wolters Kluwer.

Awards

Publications

  • Author of the 2016-2020 Editions of the Defined Benefit Answer Book, published by Wolters Kluwer

Kevin is also published in a number of industry publications including:

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 Enrolled Actuaries (FSEA)
  • 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

April

  • 2014 NIPA Annual Forum & Expo
    04/27/2014 – 04/30/2014
    Las Vegas, NV

May

June

July

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

November

 

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

  • 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

October

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

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

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

April

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 J. 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 for 401(k)/profit-sharing plans, defined benefit plans, cash balance plans, and 403(b) plans. Pinnacle Plan Design proudly serves businesses nationwide.

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