Monica A. Martinez has over 27 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.
- Enrolled Retirement Plan Agent (ERPA)
Areas of Specialty
- 401(k) Plans
- Profit Sharing Plans
- Multiple Employer Plans (MEPs)
- Retirement Plan Documents
- University of Arizona, Bachelor of Science in Business Administration, Accounting
- 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 for 401(k)/profit-sharing plans, defined benefit plans, cash balance plans, and 403(b) plans. Pinnacle Plan Design proudly serves businesses nationwide.