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
- Enrolled Retirement Plan Agent (ERPA)
- Qualified Pension Administrator (QPA)
- 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. 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.