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…
View This Newsletter: Understanding the CARES Act Understanding the CARES Act The Coronavirus Aid, Relief, and Economic Security Act (CARES Act) was signed into Law on Friday, March 27, 2020. Besides the generalized financial relief afforded to individuals, as well…
View Summary: Coronavirus CARES Act Summary from the ARA Coronavirus Stimulus Bill Includes Retirement Relief President Trump just signed into law the Coronavirus, Aid, Relief and Economic Security (CARES) Act. Included in the Act are key and timely changes to…
View This Newsletter: How the SECURE Act is Changing Retirement How the SECURE Act is Changing Retirement On December 20, 2019, The Setting Every Community Up for Retirement Enhancement (SECURE) Act was signed into law. The SECURE Act represents some…
View This Newsletter: IRS Announces Limits for 2020 IRS Announces Limits for 2020 On November 6, 2019, the IRS announced the cost of living adjustments affecting the dollar limitations for retirement plans. Contribution and benefit increases are based on a…
Amanda Rae Iverson, CPA, MBA, PHR, SHRM-CP, APN, partner and chief operating officer at Pinnacle Plan Design, LLC has been selected as one of Tucson’s 40 Under 40 winners. The award, co-hosted by the Arizona Daily Star and the Tucson Hispanic Chamber of…
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 J. Donovan, CPA, EA, FSPA, FCA, founder and lead actuary at Pinnacle Plan Design was presented with the 2019 Edward E.…
TUCSON, Ariz., June 24, 2019 – Payroll executive and entrepreneur, Lawrence Bailliere, BeachFleischman PLLC, 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…