Lynn Young named a Fellow of the Society of Enrolled Actuaries (FSEA)
Lynn Young Named to the Board of the American Retirement Association (ARA)
ASPPA’s 2022 Vice President: Amanda Iverson
Missing Participants: Ready or Not, Here I Come!; Safe Harbor 401(k); Cash Balance Plans
View This Newsletter: Missing Participants: Ready or Not, Here I Come! Retirement Planning is a Team Sport In this edition, we explore missing participants in retirement plans, the benefits of safe harbor plans, and provide an overview of cash balance…
Press Release: Pinnacle Plan Design, LLC Acquires Block Consulting Actuaries, Inc.
Rick Block Acknowledges the Two Firms’ Shared Values Regarding Client and Employee Satisfaction Tucson, AZ – June 30, 2021 – Pinnacle Plan Design LLC, a national provider of qualified retirement plan design, administration and actuarial consulting services, announces that it…
Welcome to the Team, Bill Presson!
“Bill and I have worked together for years on the ASPPA Annual Planning Committee and the ASPPA Leadership Council. Bill brings a wide range of experience in operations, sales, and defined contribution plan technical expertise. He will be assisting Pinnacle…
Retirement Planning is a Team Sport; DOL Guidance on Cybersecurity
View This Newsletter: Retirement Planning is a Team Sport Retirement Planning is a Team Sport In this edition, we explore the various players involved with retirement plan administration, mergers and acquisitions and their effect on retirement plans, and the newly…
MEPs and PEPs; Recent Legislative Changes
View This Newsletter: MEPs and PEPs; Recent Legislative Changes MEPs and PEPs; Recent Legislative Changes In this edition, we explore multiple employer plans, relief provided under the most recent federal stimulus bill, and proper handling of salary deferral contributions, including…
2021 Cost of Living Adjustments
View This Newsletter: 2021 Cost of Living Adjustments 2021 Cost of Living Adjustments On October 26, 2020, the IRS announced the COST OF LIVING ADJUSTMENTS affecting the dollar limitations for retirement plans. Contribution and benefit increases are intended to allow…
Pinnacle Plan Design Hires Two Additional Pension Actuaries
Lisa Pfautz and Kevin Strauch join firm as consulting actuaries TUCSON, AZ – April 20, 2020 – Pinnacle Plan Design LLC, a national provider of qualified retirement plan consulting, design, administration and actuarial services, announces the addition of two pension…