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…
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…
