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.