What Our Clients Are Saying

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 are saying.

“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

Contact Us

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.
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