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 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.