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 Dallas, TX (Texas), as well as nationally.
Actuarial Consulting for TPAs
Pinnacle Plan Design provides third party administrators (TPAs) with actuarial support. In fact, we offer an entire Actuarial Menu of services from which to choose. We have five enrolled actuaries (EAs) on staff with 120+ years of combined industry experience.
We welcome the opportunity to chat with you to discuss your needs and the possibility of working together. Pinnacle Plan Design can essentially act as your actuarial back-office for any defined benefit work that comes your way. Further, we will work with you to prepare illustrations for your current and potential clients to show them the power of adding a defined benefit plan. Here is what our TPA partners like about us:
- Rapid response rates;
- Access to new revenue streams;
- Mitigate the risk of losing clients who can benefit from defined benefit plans;
- In-house continuing education for ASPPA, NIPA and ERPA credit.
Do not miss out on valuable defined benefit work any longer. Contact us to see how a partnership with Pinnacle Plan Design can help grow your business.
Contact: Third Party Administrator Dallas
Pinnacle Plan Design is proud to offer retirement plan administration services in Dallas, TX (Texas), and surrounding areas including Parker, Highland Village, Highland Park, University Park, Colleyville, Southlake, Murphy, Flower Mound, Allen, Coppell, Heath, Fairview, Rockwall, Hickory Creek, and Trophy Club.