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…
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, 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…
Leading Pension Actuary Recognized for His Contributions to Retirement Plan Education TUCSON, AZ – August 9, 2019 – Kevin J. Donovan, CPA, EA, FSPA, FCA, founder and lead actuary at Pinnacle Plan Design was presented with the 2019 Edward E.…
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 Rae 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…
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 L. B. Terry and Lynn Young have been promoted to partner. Stephanie…
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…
