Wendy Clements, ERPA, QPA

vCard | wclements@pinnacle-plan.com

Wendy Clements has over 20 years of experience in the pension plan industry.  Her extensive industry experience enables her to manage both traditional defined benefit plans and cash balance plans.

Areas of Specialty

  • Traditional Defined Benefit Plans
  • Cash Balance Plans

Certifications/Designations

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

Education

  • Miami University; Bachelor of Arts in Math

Get to Know Wendy

Loyal Miami Redhawk fan, enjoys reading and playing musical instruments such as the flute, oboe, and violin. Wendy is a mother of two incredible kids that keep the family busy.


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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