Did you receive a Late Filing Notice for your Form 8955-SSA? If so, don’t panic! The American Retirement Association has told its members: “The IRS confirmed that the issue was a programming glitch, which it fixed on Wednesday [August 23rd,…
Tax Credits for Small Employer Plans
SECURE 2.0 Tax Credits for Small Employer Plans
Welcome to the Team, Alex Petrenko Calaf!
“Alex brings a unique and valuable skillset to the table! His experience, analytical mind, and forward thinking with an emphasis on efficiency will make him a strong COO here at Pinnacle. Alex will play a key role in ushering Pinnacle…
Pinnacle Plan Design names Amanda Iverson to succeed Kevin Donovan as Managing Partner
Donovan to remain as Senior Advisor Tucson, AZ – November 29, 2022 – Pinnacle Plan Design LLC, a national provider of qualified retirement plan design, administration, and actuarial consulting services, announces that Amanda Iverson, CPA, MBA, PHR, SHRM-CP, APM will succeed…
Lynn Young of Pinnacle Plan Design Receives Two Prestigious Industry Awards
Becomes First Person to Receive Both ASPPA’s Educator’s Award and ASEA’s Edward E. Burrows Distinguished Achievement Award in the Same Year Phoenix, AZ – November 1, 2022 – Lynn M. Young, EA, FSEA, partner and enrolled actuary at Pinnacle Plan…
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…
Coronavirus CARES Act Summary from the ARA
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…
Important Update from Pinnacle Plan Design, LLC Regarding the COVID-19 Coronavirus
We understand that everyone is concerned about the COVID-19 (“Coronavirus”). We are as well, which is why we are taking precautions to keep our clients and our staff safe. We are committed to maintaining the quality of your service while taking every…
Amanda Rae Iverson chosen as one of Tucson’s 40 Under 40
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…