View This Newsletter: Plan Sponsor Newsletter – Spring 2022 In this edition, we discuss… Plan Investments and the Invasion of Ukraine DOL Chimes in on Cryptocurrency Lifetime Income Illustrations Learn more
View This Newsletter: An Ideal Time to Review Plan Design An Ideal Time to Review Plan Design In this edition, we discuss matching plan design to goals, Long-Term Part-Time Employees, required minimum distributions, and more. Learn more
View This Newsletter: Plan Sponsor Newsletter – Winter 2022 In this edition, we discuss… What’s New in Washington D.C. Best Practices for Plan Sponsors: Gearing Up for Testing Season Plan Theft as DOL Area of Focus Learn more
View This Newsletter: Cost of Living Adjustments for 2022 Cost of Living Adjustments for 2022 In this edition, we discuss retirement plan distribution fraud and the new contribution limits for 2022. Learn more
View This Newsletter: Missing Participants: Ready or Not, Here I Come! Retirement Planning is a Team Sport In this edition, we explore missing participants in retirement plans, the benefits of safe harbor plans, and provide an overview of cash balance…
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…
