View This Newsletter: Retirement Planning is a Team Sport Retirement Planning is a Team Sport In this edition, we explore the various players involved with retirement plan administration, mergers and acquisitions and their effect on retirement plans, and the newly…
View This Newsletter: MEPs and PEPs; Recent Legislative Changes MEPs and PEPs; Recent Legislative Changes In this edition, we explore multiple employer plans, relief provided under the most recent federal stimulus bill, and proper handling of salary deferral contributions, including…
View This Newsletter: 2021 Cost of Living Adjustments 2021 Cost of Living Adjustments On October 26, 2020, the IRS announced the COST OF LIVING ADJUSTMENTS affecting the dollar limitations for retirement plans. Contribution and benefit increases are intended to allow…
Lisa Pfautz and Kevin Strauch join firm as consulting actuaries TUCSON, AZ – April 20, 2020 – Pinnacle Plan Design LLC, a national provider of qualified retirement plan consulting, design, administration and actuarial services, announces the addition of two pension…
View This Newsletter: Understanding the CARES Act Understanding the CARES Act The Coronavirus Aid, Relief, and Economic Security Act (CARES Act) was signed into Law on Friday, March 27, 2020. Besides the generalized financial relief afforded to individuals, as well…
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…
View This Newsletter: How the SECURE Act is Changing Retirement How the SECURE Act is Changing Retirement On December 20, 2019, The Setting Every Community Up for Retirement Enhancement (SECURE) Act was signed into law. The SECURE Act represents some…
View This Newsletter: IRS Announces Limits for 2020 IRS Announces Limits for 2020 On November 6, 2019, the IRS announced the cost of living adjustments affecting the dollar limitations for retirement plans. Contribution and benefit increases are based on a…
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…
