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.

“photo of Charity WestphalI joined Pinnacle to deepen my technical knowledge and expertise with the hopes of growing not just within a company, but in the Industry as a whole. With that expectation in mind, I can confidently say that working at Pinnacle has been incredibly rewarding. What I didn’t expect when joining was how much Pinnacle values everyone, not just as employees but as team members and individuals. This is the first company I’ve worked at that consistently delivers work-life balance and truly understands that real life happens. Pinnacle promotes teamwork and encourages us to support each other when needed and it’s these intangibles—the understanding, the support, the camaraderie—that make me incredibly grateful to be part of this team.”
Charity Westphal, Senior Manager/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 for 401(k)/profit-sharing plans, defined benefit plans, cash balance plans, and 403(b) plans. Pinnacle Plan Design proudly serves businesses nationwide.
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