Wendy Clements,

Wendy Clements,ERPA, QPA

Retirement Plan Consultant

Wendy Clements has over 22 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.


  • Enrolled Retirement Plan Agent (ERPA)

Areas of Specialty

  • Traditional Defined Benefit Plans
  • Cash Balance Plans


  • 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 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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