Once a retirement plan has run its course, it’s time to formally terminate the plan and distribute its tax-advantaged funds. Scott Lee ushers Pinnacle’s clients through this plan termination process, with an emphasis on service and compliance. He has been in the retirement plan industry since 2018.
Areas of Specialty
- Plan Terminations
- 401(k) Plans
- Profit Sharing Plans
- Traditional Defined Benefit Plans
- Cash Balance 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.