Did you receive a Late Filing Notice for your Form 8955-SSA? If so, don’t panic! The American Retirement Association has told its members: “The IRS confirmed that the issue was a programming glitch, which it fixed on Wednesday [August 23rd,…
Bonds: Is your plan covered?
View This Newsletter: Bonds: Is your plan covered? Bonds: Is your plan covered? In this edition, we discuss: Bonds: Is your plan covered? It doesn’t hurt to double check! We’re here for you! Are Changes Needed to the Plan? Upcoming…
Plan Participants: The More They Know, The Better
View This Newsletter: Plan Participants: The More They Know, The Better Plan Participants: The More They Know, The Better In this edition, we discuss: Plan Participants: The More They Know, The Better Beneficiary on File? News Flash! DC Plans: Form…
Breaking News: Change in Participant Count Methodology For Plan Audit Threshold
Breaking News: Change in Participant Count Methodology For Plan Audit Threshold
Plan Sponsor Quarterly Update – Spring 2023
View This Newsletter: Plan Sponsor Quarterly Update – Spring 2023 In this edition, we discuss… Hot Topic: DOL ESG Final Rule Sparks Action Best Practices for Plan Sponsors: Following the ESG Final Rule What’s New In Washington: SECURE 2.0 Permits…
Tax Credits for Small Employer Plans
SECURE 2.0 Tax Credits for Small Employer Plans
Welcome to the Team, Alex Petrenko Calaf!
“Alex brings a unique and valuable skillset to the table! His experience, analytical mind, and forward thinking with an emphasis on efficiency will make him a strong COO here at Pinnacle. Alex will play a key role in ushering Pinnacle…
Plan Sponsor Quarterly Update – Winter 2023
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…
Andrew Forgrave, Enrolled Actuary at Pinnacle Plan Design, Promoted to Partner
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…
Pinnacle Plan Design names Amanda Iverson to succeed Kevin Donovan as Managing Partner
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…