View This Newsletter: Plan Sponsor Quarterly Update – Winter 2023 In this edition, we discuss… Whatʼs New in Washington: SECURE 2.0 is Back … Back Again! Hot Topic: Highlight on SECURE 2.0’s Small Employer Pension Plan Start-Up Credit Best Practices…
Tucson, AZ – January 11, 2022 – Pinnacle Plan Design, LLC, a national provider of qualified retirement plan design, administration, and actuarial consulting services, announces that enrolled actuary, Andrew Forgrave has been promoted to Partner. Andrew Forgrave, EA, MSEA, FCA…
Donovan to remain as Senior Advisor Tucson, AZ – November 29, 2022 – Pinnacle Plan Design LLC, a national provider of qualified retirement plan design, administration, and actuarial consulting services, announces that Amanda Iverson, CPA, MBA, PHR, SHRM-CP, APM will succeed…
View This Newsletter: Cost of Living Adjustments for 2023 Cost of Living Adjustments for 2023 In this edition, we discuss the new IRS Cost of Living Adjustments for 2023, proper plan record storage, new plan year checklist, deadline extension for…
Becomes First Person to Receive Both ASPPA’s Educator’s Award and ASEA’s Edward E. Burrows Distinguished Achievement Award in the Same Year Phoenix, AZ – November 1, 2022 – Lynn M. Young, EA, FSEA, partner and enrolled actuary at Pinnacle Plan…
View This Newsletter: Plan Sponsor Quarterly Update – Fall 2022 In this edition, we discuss… ESG Investments in Retirement Plans: Considerations for Plan Sponsors Senate Finance Committee Introduces the EARN Act; Next Step in SECURE 2.0 Best Practices for Year-End…
View This Newsletter: Form 5500 Insights Form 5500 Insights In this edition, we discuss Form 5500 insights, the new IRS pre-examination compliance program announced in June, and upcoming compliance deadlines. Learn more
View This Newsletter: Plan Sponsor Quarterly Update – Summer 2022 In this edition, we discuss… IRS Launches Pre-Audit Correction Program House Passes and Senate Debates SECURE 2.0 Fiduciary Tune-Up Learn more
View This Newsletter: Timing of Deposits: 401(k)/403(b) Deferrals and Loan Repayments Timing of Deposits: 401(k)/403(b) Deferrals and Loan Repayments In this edition, we discuss important 2022 deadlines, including timing of deposits for 401(k) and 403(b) deferrals and loan repayments, as…
