Likely the most daunting task of qualified plan administration is governmental form preparation and filing. At Pinnacle Plan Design, we are experts on the following forms and will ensure that they are prepared and filed correctly with the Internal Revenue Service (IRS), the Department of Labor (DOL), or the Pension Benefit Guaranty Corporation (PBGC).
- Form 5500
- Form 5500-SF
- Form 5500-EZ
- Form 5558
- Schedule SB – Actuarial Report
- Form 8955-SSA
- Form 5300
- Form 5330
- Form 1099-R Preparation
- Form 945 Preparation
- PBGC Comprehensive Premium Filing
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.
Founded in January, 2001 by Kevin Donovan, CPA, EA, FSPA, FCA, Pinnacle Plan Design is a nationally recognized leader in the design and administration of qualified retirement plans. We provide retirement plan consulting and design, actuarial services and administrative services. Our team of actuaries and credentialed retirement plan experts are uniquely qualified to help you successfully navigate complex federal regulations and obtain maximum benefits for you and your stakeholders.