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…
View This Newsletter: Automatic Enrollment is on the Rise Automatic Enrollment is on the Rise With the future of Social Security in question, it is becoming ever increasingly important for workers to self-prepare for post-retirement living. Studies show that approximately…
View This Newsletter: It’s Testing Season! It’s Testing Season! Qualified plans must perform annual testing to be sure that the plan doesn’t unfairly discriminate in favor of “highly compensated employees” (HCEs) or exceed the contribution limits set forth by the IRS.…
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…
View This Newsletter: Hardships Get a Little Easier Hardships Get a Little Easier Earlier this year, the bipartisan budget act of 2018 was passed by congress and signed into law. While this law made several changes that impact retirement plans, one…
View This Newsletter: The Retirement Income Gap and Helpful Hints for Plan Sponsors The Retirement Income Gap Many American workers participate in company retirement plans, methodically contributing to their accounts over time to fund for life after work. Beyond benefiting from…
Download PDF version Electronic filing procedures require that you sign your retirement plan’s Form 5500 electronically. To sign the Form 5500, the person(s) who signs the face of the Form 5500 on behalf of either the plan sponsor or the…
To electronically sign your employee benefit plan’s Form 5500, you will need to know your user ID, password, and PIN number. If you no longer have this information (after you have done your initial registration), we created a user-friendly video…
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…
