Types of Qualified Retirement Plans

What are your objectives in establishing a qualified retirement plan?

Wealth Accumulation? … Employee Retention? … Tax Savings?

There are many different types of qualified retirement plans, and finding the right plan for your organization is the first step.

The professionals at Pinnacle Plan Design will listen to your objectives and provide solutions that meet those needs. Here are some examples of plans that may help you achieve your personal and business objectives:

Defined Benefit Plans

Defined Contribution Plans

Combination of Plans


Contact Our Retirement Plan Experts

Pinnacle Plan Design is a third-party administrator (TPA) for employer-sponsored qualified retirement plans. We specialize in retirement plan design, administration and actuarial consulting. Pinnacle has a local presence in Tucson and Phoenix, Arizona (AZ), as well as Houston, Texas (TX) and Columbus, Ohio (OH), and we proudly serve businesses nationwide.

 

Pinnacle’s superior technical expertise combined with our unmatched client service makes us an industry leader in the retirement plan arena. Pinnacle delivers personalized high-impact results to hundreds of closely-held businesses across the nation. Our highly-credentialed professionals are committed to delivering outstanding client service, so that you are able to spend your time focusing on your core business, not on your retirement plan.

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