Mark Nielson is a trust accountant at Pinnacle Plan Design. He has over twelve years experience in the pension plan industry. Mark is responsible for the preparation of plan financial statements. In addition to trust accounting duties, Mark also assists with the preparation of periodic benefit statements, administrative projects, payout requests, 5500 filings, and PBGC filings.
Areas of Specialty
- Trust Accounting
- 5500 Filings
- PBGC Filings
- Periodic Benefit Statements
Education
- Western New Mexico University, Bachelor of Business Administration (B.B.A.)
Community Activities
- Baja Volunteer Softball Coach
- AYSO Volunteer Soccer Coach, past
- Ben’s Bells Volunteer, past
Get to Know Mark
Mark is the office sports guy. Father of three girls. Coach of the year.
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.