Leading Pension Actuary Recognized for His Contributions to Retirement Plan Education TUCSON, AZ – August 9, 2019 – Kevin Donovan, CPA, EA, FSPA, FCA, founder and lead actuary at Pinnacle Plan Design was presented with the 2019 Edward E. Burrows…
TUCSON, Ariz., June 24, 2019 – Payroll executive and entrepreneur, Lawrence Bailliere, BeachFleischman PC, 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…
Defined benefit retirement plans are subject to minimum funding requirements. As a result, the actuary will provide the plan sponsor with a funding range at the close of each plan year, ranging from the minimum required contribution on the low…
Congratulations to Amanda Iverson for being recognized by Poets & Quants (poetsandquants.com) for earning her MBA and being one of the Best and Brightest! A spotlight piece about her and her MBA experience through the Universtiy of Wisconsin’s MBA Consortium…
TUCSON & PHOENIX, AZ – April 17, 2018 – Pinnacle Plan Design, a national provider of qualified retirement plan design, administration and actuarial consulting services, announces that Stephanie Terry and Lynn Young have been promoted to partner. Stephanie LB Terry,…
An Acceptable Way for Participants to Gain Investment Control? The Internal Revenue Code and the regulations thereunder impose many rules on qualified retirement plans to maintain their status as such. Included are rules regarding “permanency” of retirement plan programs, as…
Let’s get the plan back on track Some 401(k) plans, especially sizable ones, can benefit from the efficiencies of a bundled provider. However, what’s lacking in such arrangements is personalized attention to the plan. Without the watchful eye of a…
Navigating a One-Participant Retirement Plan What Is a Solo 401(k) Plan? Simple; a solo 401(k) plan is just a 401(k) plan that happens to have just one participant. This occurs when an employer, either a self-employed individual, a corporation or a…
How Can I Reduce My Taxes in 2017? It’s that time again – tax season. That time of year that all business owners dread. That gut-wrenching feeling when your accountant unveils your income tax liability never gets any easier. Even…
