Matt has 20+ years of experience in financial services and the retirement industry working with TPA firms’ financials, technology, and process enhancements.
Areas of Specialty
- Operational Leadership & Process Optimization
- Systems, Technology & Automation
- Financial & Accounting Oversight
- Reporting & Metrics
- Staffing & Resource Allocation
- Strategic & Marketing Support
Certifications/Designations
Education
- Jack Welch Management Institute, Master of Business Administration – High Honors
- University of Maryland University College, Bachelor of Science Legal Studies
- College of Southern Maryland, Associate of Applied Science Paralegal Studies
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.