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.