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

Awards

• 2015 ASPPA Educator’s Award

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
  • New Section 199A Deduction for Pass-Through Entities and Its Impact on Qualified Retirement Plans
• 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

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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.