View this newsletter: Bucket List: Retirement Bucket List: Retirement The economy continues at its strong pace, keeping unemployment at its lowest rate in nearly 50 years. While this is usually good news, employee financial vulnerability is clouding this sunny forecast.…
Leading Pension Actuary Recognized for His Contributions to Retirement Plan Education TUCSON, AZ – August 9, 2019 – Kevin Donovan, CPA, EA, FSPA, FCA, founder and lead actuary at Pinnacle Plan Design was presented with the 2019 Edward E. Burrows…
TUCSON, Ariz., June 24, 2019 – Payroll executive and entrepreneur, Lawrence Bailliere, BeachFleischman PC, one of Arizona’s largest locally-owned CPA firms, and Pinnacle Plan Design, LLC, a third-party administrator (TPA) for employer-sponsored qualified retirement plans, announce the formation of a…
View This Newsletter: Automatic Enrollment is on the Rise Automatic Enrollment is on the Rise With the future of Social Security in question, it is becoming ever increasingly important for workers to self-prepare for post-retirement living. Studies show that approximately…
View This Newsletter: It’s Testing Season! It’s Testing Season! Qualified plans must perform annual testing to be sure that the plan doesn’t unfairly discriminate in favor of “highly compensated employees” (HCEs) or exceed the contribution limits set forth by the IRS.…
Defined benefit retirement plans are subject to minimum funding requirements. As a result, the actuary will provide the plan sponsor with a funding range at the close of each plan year, ranging from the minimum required contribution on the low…
View This Newsletter: Hardships Get a Little Easier Hardships Get a Little Easier Earlier this year, the bipartisan budget act of 2018 was passed by congress and signed into law. While this law made several changes that impact retirement plans, one…
View This Newsletter: The Retirement Income Gap and Helpful Hints for Plan Sponsors The Retirement Income Gap Many American workers participate in company retirement plans, methodically contributing to their accounts over time to fund for life after work. Beyond benefiting from…
Congratulations to Amanda Iverson for being recognized by Poets & Quants (poetsandquants.com) for earning her MBA and being one of the Best and Brightest! A spotlight piece about her and her MBA experience through the Universtiy of Wisconsin’s MBA Consortium…
Helping the Third-Party Administrators Understand a Plan’s Auditor Article by Amanda Iverson, COO of Pinnacle Plan Design, LLC Let’s Set the Stage Your client has had a plan for many years. This year, they have hit the number of participants…
