T.J. Orr, ERPA, QPA, QKA

vCard | torr@pinnacle-plan.com

T.J. Orr is a partner at Pinnacle Plan Design. Since joining the firm in 2002, T.J. has 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, have equipped her with the skills and working knowledge that help assure each Pinnacle client receives the personalized service they value and deserve. T.J. is the President-Elect of the Phoenix Chapter of the Western Pension Benefits Council.

Awards

Areas of Specialty

  • 401(k) Plans
  • 403(b) Plans
  • Profit Sharing Plans
  • Money Purchase Plans

Certifications/Designations

  • Enrolled Retirement Plan Agent (ERPA)
  • Qualified Pension Administrator (QPA)
  • Qualified 401(k) Administrator (QKA)

Education

  • Loyola University of Chicago

Professional and Community Associations and Activities

  • President-Elect – Western Pension Benefits Council – Phoenix Chapter
  • National Institute of Pension Administrators
  • NIPA BMC Conference Committee Member
  • American Society of Pension Professionals & Actuaries

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. 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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