Lisa Fox has been in the pension plan industry since 2005.  Her extensive industry experience enables her to manage both traditional defined benefit plans and cash balance plans.

Areas of Specialty

• Traditional Defined Benefit Plans
• Cash Balance Plans

Certifications/Designations

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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.