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 2016-2020 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
- 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.
Industry Thought Leadership
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.