Stephanie L. B. Terry

Stephanie L. B. TerryCPA, QPA, QKA

Stephanie Terry is a partner of the firm and leads Pinnacle’s expert 401(k)/403(b) administration team. Her expertise and leadership extends to Pinnacle’s defined benefit plan administration team as well. Stephanie has 20 years of industry experience, with a special emphasis on plan operations, consulting on complex new business opportunities, compliance, and reporting.

Areas of Specialty

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

Certifications/Designations

  • Certified Public Accountant (CPA)

Education

  • University of Arizona, Bachelor of Science in Business Administration

Professional and Community Associations and Activities

  • Conference Planning Chair 2020 – 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 for 401(k)/profit sharing plans, defined benefit plans, cash balance plans, and 403(b) plans. Pinnacle Plan Design proudly serves businesses nationwide.

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