Forms

Identifying the need for a retirement plan is the first step in implementing a new plan. Pinnacle Plan Design is here to help determine the optimal plan design for the employer and to ensure that the on-boarding process is smooth.

The forms to the left are here to assist with this process. If there are any questions, please contact us via the form below.


Pinnacle Plan Design is a third-party administrator (TPA) for employer-sponsored qualified retirement plans. We specialize in retirement plan design, administration and actuarial consulting. Pinnacle has a local presence in Tucson and Phoenix, Arizona (AZ), as well as Houston, Texas (TX) and Columbus, Ohio (OH), and we proudly serve businesses nationwide.

Founded in January, 2001 by Kevin Donovan, CPA, EA, MSPA, FCA, Pinnacle Plan Design is a nationally recognized leader in the design and administration of qualified retirement plans. Pinnacle Plan Design is dedicated exclusively to serving closely held businesses. We provide retirement plan consulting and design, actuarial services and administrative services. Our team of actuaries and credentialed retirement plan experts are uniquely qualified to help you successfully navigate complex federal regulations and obtain maximum benefits for you and your stakeholders.

Contact Our Retirement Plan Professionals

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