Join our team!
Explore current openings and apply today!Caring for People. Caring for Plans.
Building Better Futures, Together.
At Pinnacle Plan Design, you will find a team that values excellence, collaboration, and genuine care. We believe people thrive in supportive environments, and we are committed to helping every team member grow. Whether you work in actuarial services, plan administration and consulting, trust accounting, distributions, onboarding, business development, or operations, you will make a meaningful impact for clients while working with colleagues who are dedicated to doing what is right and helping each other succeed.
Our C.A.R.I.N.G. Values
These values shape our culture, guide our decisions, and define what it means to work at Pinnacle.
Collaboration and Community
We work together—within our firm, with our clients, and across our profession—to create something stronger than any one of us could achieve alone.
Accountability
We take ownership of our roles and results, following through on our commitments with transparency and integrity.
Responsiveness
We listen and respond quickly, providing timely, customized service to support our clients and one another.
Integrity, Inclusion & Expertise
We uphold the highest standards—ethically, inclusively, and technically—so our clients and teammates can trust our knowledge, our process, and our outcomes.
Nurturing Growth
We are committed to continuous growth—developing the professional, personal, and technical skills that empower success and leadership at every level.
Gratitude and Giving Back
We lead with appreciation and serve our community and industry with passion, purpose, and generosity.
As a past Recipient of the Copper Cactus Best Place to Work Award, we know what it means to put employees first.
Our best asset is our people. Therefore, recruiting, training, and retaining quality employees are some of our highest priorities. You’ll find we offer a great work environment, challenging career development, and the chance to work with some of the best and brightest. We are all about our people. Take a look around, you’ll see our employees agree!
Pinnacle Plan Design is a third-party administrator (TPA) for employer-sponsored qualified retirement plans. We specialize in retirement plan design, administration and actuarial consulting for 401(k)/profit-sharing plans, defined benefit plans, cash balance plans, and 403(b) plans. Pinnacle Plan Design proudly serves businesses nationwide.
The Pinnacle Plan Design organization holds itself to the highest professional standards. Pinnacle’s leadership and professional staff have earned various industry certifications and designations including: Enrolled Actuaries (EAs), Certified Public Accountants (CPAs), Qualified Pension Administrators (QPAs), and Qualified 401(k) Administrator™s (QKA®s). In addition, Pinnacle encourages every member of its organization to actively participate in the American Society of Pension Professionals & Actuaries (ASPPA) and the National Institute of Pension Administrators (NIPA) certification and credentialing programs, not only demonstrating their commitment to the pension field but also assuring that every retirement plan Pinnacle supports has access to the most complete and up-to-date information.