Tamara Lewis

Tamara Lewis

Onboarding Specialist


Tamara Lewis is an Onboarding Specialist with Pinnacle Plan Design She has over 29 years employee benefit plan-related experience, with an emphasis on both defined contribution and defined benefit plans. Tamara’s goal is to welcome Pinnacle’s new clients with open arms and leverage her experience to help make their experience as seamless as possible, while setting their plans up for success.

Areas of Specialty

  • New client onboarding
  • 401(k) Plans
  • Profit Sharing Plans
  • Defined Benefit Plans
  • Retirement Plan Document Drafting

Get to Know Tamara

Tamara loves to spend time spoiling her three grandchildren. When she is not with them, she enjoys taking her dog PJ to the dog park to play with other dogs. Southern California native.

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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