T.J Orr officially retired on 12/31/2020, after a long and successful career in the retirement plan industry!
T.J., who joined the company in 2002, played a significant role in making Pinnacle a recognized leader in retirement plan design and administration. Her commitment to quality and streamlined 401(k) plan operations equipped her with the skills and working knowledge tohelp assure each Pinnacle client received the personalized service they value and deserve. T.J. is the Past President of the Phoenix Chapter of the Western Pension Benefits Council (Presidential Term ended 6/30/2020).
Awards
- 2017 Outstanding Volunteer Award – National Institute of Pension Administrators (NIPA)
Publications
Areas of Specialty
- 401(k) Plans
- 403(b) Plans
- Profit Sharing Plans
- Money Purchase Plans
Get to Know T.J.
T.J. and her husband Tom are happy empty-nesters, yet proud parents of three. She left the big city, but still enjoys visits to Chicago. T.J.’s other favorite things include camping in the mountains, UofA basketball and Carlos Santana.
Industry Thought Leadership
Contact T.J. Orr
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.