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 Colorado Springs, CO, as well as nationally.

Third Party Administrators: An Advisor’s Ally

Meet Bill and Pete, both financial advisors who serve business owners and manage several employer-sponsored retirement plans. Over the years, the two advisors have developed far different styles when it comes to selecting providers for 401(k) plans.

Bundled Bill

Bill always presents his clients with a bundled arrangement, with a recordkeeper to provide both the design and administration of the 401(k) plan. After all, the upfront fees associated with a bundled solution tend to be lower than with an unbundled solution.  He also feels that having one single provider is easier and simpler for the client.

Pinnacle Pete

Pete, on the other hand, understands the importance of having the expertise of a third party administrator (TPA) on his team. His preferred TPA, Pinnacle Plan Design, has saved employers money either by reducing required employer contributions for the staff or by avoiding potentially costly plan qualification issues down the road. Plus, Pinnacle Plan Design has identified plan design options that allow the business owners to contribute significantly more retirement dollars. Pete differentiates himself by presenting his clients with an unbundled arrangement, with Pinnacle Plan Design as the TPA.

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Contact: Third Party Administrator Colorado Springs

Pinnacle Plan Design is proud to offer retirement plan administration services in Colorado Springs, CO and surrounding areas including Cimarron Hills, Canon City, Centennial, Fort Carson, Castle Rock, Castlewood, Pueblo, Southglenn, Fountain, and Parker.