Sherry Hibbs is a distribution coordinator at Pinnacle Plan Design. She prepares the appropriate distribution paperwork and instructions for participants, as well as the documentation for loans and hardship distributions. In addition, she authors new plan documents and amendments.
Areas of Specialty
- Loans/Hardship Withdrawals
- Plan Document Authorship
- Safe Harbor Notices
Get to Know Sherry
Sherry’s husband, Kevin owns and runs a Karate studio in Tucson.
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.