Nancy Perez

Nancy Perez

Retirement Plan Consultant

Nancy Perez is a Retirement Plan Consultant at Pinnacle Plan Design specializing in the administration of defined contribution plans, such as 401(k)/profit sharing plans.

Areas of Specialty

  • 401(k) Plans
  • Profit Sharing Plans
  • 403(b) Plans

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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