Amanda 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 Commerce,…
Kevin Donovan of Pinnacle Plan Design Receives ACOPA’s Edward E. Burrows Distinguished Achievement Award
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…
Contempo HCM launches to provide Arizona business owners with payroll and human capital management technology
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…
Cash Only: In-Kind Contributions to Defined Benefit Plans are Often Prohibited Transactions
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…
2018 Best Online MBAs: Amanda Iverson, Wisconsin MBA Consortium
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…
Stephanie Terry and Lynn Young Promoted to Partners of Pinnacle Plan Design
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,…
Terminating then Restarting a Cash Balance Plan
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…
401(k) Plan Error Correction
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…
Copper Cactus Finalist
The Solo 401(k) Plan
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…