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 is proud to offer retirement plan administration services in Anchorage, AK (Alaska), as well as nationally.

What can a third party administrator offer an employer?

Third party administrators design and administer optimal retirement plans for employers. A well-designed retirement plan can:

1. Shelter more owner dollars in the plan.
2. Provide more attractive benefits for your employees.
3. Protect your firm’s profits.

Why Choose Pinnacle Plan Design?

• Collaboration – When designing a retirement plan, all aspects of the business should be taken into consideration. Thus, we collaborate with employers and their group of professional advisors in order to get a clear picture of the business and ensure the retirement plan aligns with its overall objectives.
• Attention to plan design – As our name suggests, plan design is a critical component to the success of any retirement plan.  Our goal is to maximize your opportunities and minimize your obligations.  Every employer is unique, requiring a plan design that mirrors the employer’s intent.
• Responsive service – We are committed to responding to client communication and key issues on a timely basis. It is our promise to be attentive to the needs of our clients.
• Open communication – We ensure that our clients understand the process, features and ongoing details of the retirement plan.  We’ll make suggestions for improvements to the operation of your plan, and we’ll provide back-up to our instructions so that you can execute them with confidence.
• Superior technical expertise – Every plan administrator at Pinnacle Plan Design is highly educated and experienced in the field of plan design and administration.  This level of expertise is essential in keeping your plan operating smoothly and in a state of “audit readiness”.
• Accurate and timely work – Using both technology and the detailed eye of an experienced professional, plan data is processed quickly, accurately and precisely. We prompt you on upcoming deadlines, and follow through to ensure you’ve met them.
• Attentive to the details – Often times what’s important to the IRS/DOL isn’t top of mind to the employer.  Whether it’s maintaining fully executed documentation, identifying and assisting with the correction of operational errors, asking the right questions to determine whether any related employers exist, properly identifying HCEs and key employees, etc., we’re on it.
• Managing the participant count – Promptly communicating with terminated participants is critical to ensuring the plan is in place for the benefit of those who remain actively employed.  For smaller plans, this reduces unnecessary costs and resources of maintaining accounts while keeping the plan clean.

Contact: Third Party Administrator Anchorage

Pinnacle Plan Design is proud to offer retirement plan administration services in Anchorage, AK (Alaska) and surrounding areas including Juneau, Fairbanks, Badger, and Knik-Fairview.