Staff Testimonials

At Pinnacle Plan Design, our best asset is our people. 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, all about you… your success, your development, and your individuality. We have a diverse client base, outstanding training, flexibility, and fun. If this sounds good to you, we just may be the company you’re looking for. View these staff testimonials and find out why people love working for Pinnacle Plan Design.

My initial reason for joining the Pinnacle team was to work with one of the leading actuaries in the field. I wanted to work for a firm that was a leader in plan design; someone pushing the envelope. What I found when I arrived was that, while the plan design is unrivaled in the industry, the first and most important thing to the staff and management at Pinnacle is client service. Yes, Pinnacle can dazzle you with outstanding plan design, but in the end what matters is that our clients are serviced to the very best of our ability. Kevin and T.J. lead by example in this area emphasizing client relationships, error-free work, team work, and innovative design. It is a pleasure to be part of such a team!”
Sheri Alsguth, Consulting Actuary

“I enjoy working for a company that works hard and is willing to reward its employees for their hard work. Pinnacle Plan Design does a great job of getting employees and their family involved in activities outside the office. Whether it’s participating in local runs, hosting happy hours, or holding holiday parties that the whole family can enjoy, Pinnacle is a fun and friendly place that promotes work life balance.”
Mark Nielson, Trust Accountant

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. Pinnacle has a local presence in Tucson and Phoenix, Arizona (AZ), as well as Houston, Texas (TX) and Columbus, Ohio (OH), and we proudly serve businesses nationwide.

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