Monica A. Martinez

Monica A. MartinezERPA, QPA

Retirement Plan Consultant

Monica A. Martinez has over 29 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)
Qualified Pension Administrator

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

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 for 401(k)/profit-sharing plans, defined benefit plans, cash balance plans, and 403(b) plans. Pinnacle Plan Design proudly serves businesses nationwide.

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