Stephanie Terry, CPA, QPA, QKA

vCard | sterry@pinnacle-plan.comStephanie Terry

Stephanie Terry is a partner of the firm and manages the ongoing administration of a wide range of qualified retirement plans. Stephanie’s 20 years of industry experience (with a special emphasis on plan operations, compliance, and reporting) equips her to lead Pinnacle’s administration 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

  • Certified Public Accountant (CPA)
  • Qualified Pension Administrator (QPA)
  • Qualified 401(k) Administrator (QKA)

Education

  • University of Arizona, Bachelor of Science in Business Administration

Professional and Community Associations and Activities

  • Conference Planning Committee Member – National Institute of Pension Administrators (NIPA) Annual Forum & Expo
  • American Institute of Certified Public Accountants (AICPA)
  • Arizona Society of Certified Public Accountants (ASCPA)
  • American Society of Pension Professionals & Actuaries (ASPPA)
  • Tucson ERISA Study Group
  • Beta Gamma Sigma
  • Former Member Beta Alpha Psi
  • Former Member of the Junior League of Tucson

Get to Know Stephanie

Loves arts and crafts. Dream vacation: taking a submarine to Ireland. She can’t explain why she loves show tunes so much.


Contact Stephanie Terry

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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