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…
“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…
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 PLLC, 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…
