In order to provide valued expertise and guidance regarding an employer-sponsored retirement plan, every professional advisor should ask the prospective plan sponsor the following questions. Alternatively, you can bring Pinnacle Plan Design into the initial design meetings to go through the questions with the prospective plan sponsor directly. Each question provides valuable information that is essential to structuring and providing effective retirement plan services.
In order to begin the plan design process for your client, please fill out the following form.
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.
Retirement plan design may vary dramatically based upon workforce demographics, tax objectives, owner’s retirement requirements, and desired flexibility. We recognize the importance of tailoring retirement plans to the specific goals of the people the plan is meant to serve.
See Types of Retirement Plans for a description of the various plan designs that may work for the organization. Pinnacle Plan Design administers and designs traditional defined benefit, cash balance, 401(k), profit sharing, and money purchase plans.