Helping the Third-Party Administrators Understand a Plan’s Auditor Article by Amanda Rae Iverson, COO of Pinnacle Plan Design, LLC Let’s Set the Stage Your client has had a plan for many years. This year, they have hit the number of…
View This Newsletter: Who Is An Employee and HSA vs 401k Who Is An Employee? Maintaining a retirement plan for your employees is no easy task. At various points during the year, employers and HR departments field participant questions, help with enrollments,…
TUCSON & PHOENIX, AZ – April 17, 2018 – Pinnacle Plan Design, a national provider of qualified retirement plan design, administration and actuarial consulting services, announces that Stephanie L. B. Terry and Lynn Young have been promoted to partner. Stephanie…
View This Newsletter: End of the Year Checklist End of the Year Checklist As the year-end approaches, our to-do lists can be lengthy. There are holidays to prepare for, employee performance reviews to complete, and, oh, wait, there is also the…
View This Newsletter: Fiduciary Issues and Hurricane Relief Fiduciary Rule Round Up There has been much upheaval in the retirement world as of late and it centers around the new fiduciary rule. The New Fiduciary Rule means that many investment professionals…
View This Newsletter: Retirement Plan Rx Overview: The latest news regarding retirement plans has centered around service provider fees. While fees are a highly important aspect of managing an employer-sponsored retirement plan, they are not the only metric of your overall…
Pinnacle Acquires Third-Party Administration Firm Kollman & Associates, Ltd. PHOENIX, AZ – May 8, 2017 – Pinnacle Plan Design LLC, a national provider of qualified retirement plan design, administration and actuarial consulting services, announces that it has acquired Kollman…
View This Newsletter: Benefit Communications in an Electronic World Overview: With communication mediums like email, text, and IM’s becoming the standard in business industries worldwide, plan sponsors are becoming increasingly interested in abandoning paper processes for a more electronic means…
An Acceptable Way for Participants to Gain Investment Control? The Internal Revenue Code and the regulations thereunder impose many rules on qualified retirement plans to maintain their status as such. Included are rules regarding “permanency” of retirement plan programs, as…
View This Newsletter: Dealing with Uncashed Distribution Checks and Missing Participants Overview: It is estimated that uncashed checks account for billions of dollars, representing a fortune of uncollected funds belonging to plan participants or beneficiaries that they are not able to…
