Kevin J. Donovan

Kevin J. DonovanEA, FSEA, FCA

Senior Advisor
Defined Benefit Answer Book Author

Kevin J. Donovan founded Pinnacle Plan Design in 2001 and served as the firm’s managing member through 2022. He currently serves as a senior advisor, 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 2016-2024 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

  • 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 Society of Pension Professionals and Actuaries (ASPPA)
  • College of Pension Actuaries
  • Conference of Consulting Actuaries (CCA)
  • National Institute of Pension Administrators (NIPA)
  • American Institute of Certified Public Accountants (AICPA), Past Member
  • Arizona Society of Certified Public Accountants (ASCPA), Past Member

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.


Contact

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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