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…
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…