Our goal is to provide you with unparalleled client service. We know each client is different and has unique goals and objectives. We will work with you to achieve your goals for your retirement plan. We are committed to delivering outstanding client service, allowing you to focus your efforts on your core business, not on your retirement plan. But don’t take our word for it, read the following testimonials to see what our clients and collaborative partners are saying.

“Since we began working with them in 2011, Pinnacle Plan Design has strived to understand our clients’ goals, provided timely and defined expertise, and delivered professional service. Their continued willingness to work with us and our clients as a team has helped streamline the qualified plan life cycle.”

Craig Eissler, CFP®, CIMA®, AIF®

Halbert Hargrove
Houston, TX

“Pinnacle has been handling the Defined Benefit Plan for Integrated Medical Professionals, PLLC since the plan’s inception of January 1, 2007. They have an outstanding, knowledgeable team that understands our needs. Pinnacle’s expertise, professionalism and responsiveness to our stringent deadlines help us get our year end completed accurately and timely.”

Toni Rawlings, CPA

Integrated Medical Professionals, PLLC
Melville, NY

“T.J. Orr from Pinnacle has been outstanding to work with. She is professional, competent, efficient, thorough and a pleasure to work with. We are so pleased at Skin Spectrum to have T.J. organize our retirement plans. Pinnacle came with excellent recommendations from colleagues and they have lived up to their reputation.”

Jody Comstock, MD

Skin Spectrum, P.C.
Tucson, AZ

“They say that the difference between an accountant and an actuary is that the actuary is pretty good with numbers but lacks the personality to be an accountant. The people at Pinnacle put the lie to that old canard!”

Jeff McCord, CPA

Tucson Orthopaedic Institute, P.C.
Tucson, AZ

“We have used Pinnacle Plan Design’s actuarial services for a number of years. We have always found their work to be innovative and well suited to our clients’ needs.”

Phyllis P. Rimkus, MBA

Rimkus, Marciano & Associates, Inc.
Rochester, NY

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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 for 401(k)/profit-sharing plans, defined benefit plans, cash balance plans, and 403(b) plans. Pinnacle Plan Design proudly serves businesses nationwide.