Governmental Form Preparation – IRS, DOL, PBGC

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).


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.

Founded in January, 2001 by Kevin J. Donovan, EA, FSEA, 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.

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