Tina Zarate

Tina Zarate

Tina Zarate

Tina Zarate is a Trust Accountant at Pinnacle Plan Design. She has nine years of experience in the pension plan industry.

Areas of Specialty

  • Trust Accounting
  • Form 1099 and 945
  • 5500 and 1955 Filings
  • PBGC Filings
  • Periodic Benefit Statements


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.

Leadership
Business Development
Retirement Plan Administrators
Trust Accountants
Distribution Specialists
Human Resources
Administrative Team
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