Monica A. Martinez, ERPA, QPA

Monica Martinez vCard mmartinez@pinnacle-plan.com

Monica A. Martinez has over 20 years employee benefit plan-related experience, with an emphasis on defined contribution plans. She works closely with employers to ensure that their retirement plan operates smoothly.

Areas of Specialty

  • 401(k) Plans
  • Profit Sharing Plans
  • Multiple Employer Plans (MEPs)
  • Retirement Plan Documents

Certifications/Designations

  • Enrolled Retirement Plan Agent (ERPA)
  • Qualified Pension Administrator (QPA)

Education

  • University of Arizona, Bachelor of Science in Business Administration, Accounting

Professional Associations

  • American Society of Pension Professionals & Actuaries (ASPPA)
  • Western Pension Benefits Council Phoenix Chapter Member

Get to Know Monica

Monica is a dog lover and spoils her pekingese Marshall Field. You may see her around Phoenix in a pilates or spin class. She is an ambassador of a social meetup group called Upscale & Trendy. Southern Arizona native.


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. Pinnacle has a local presence in Tucson and Phoenix, Arizona (AZ), as well as Houston, Texas (TX) and Columbus, Ohio (OH), and we proudly serve businesses nationwide.

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