Sandra Chao, QPA, QKA

vCardschao@pinnacle-plan.com

Sandra ChaoSandra has over 26 years experience in the annual administration of retirement plans. Her extensive industry experience enables her to manage all aspects of both defined benefit and defined contribution plans.

Areas of Specialty

  • Cash Balance Defined Benefit Plans
  • Traditional Defined Benefit Plans
  • 401(k) Plans
  • Profit Sharing Plans
  • Combination Plans

Certifications/Designations

  • Qualified Pension Administrator (QPA)
  • Qualified 401(k) Administrator (QKA)

Education

  • Illinois Institute of Technology, M.S., Operations Research
  • Tunghai University, B.A., Economics

Professional and Community Associations and Activities

  • American Society of Pension Plan Professionals & Actuaries (ASPPA)

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.

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