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 Milwaukee, WI (Wisconsin), as well as nationally.

Blog Excerpt

Mergers and Acquisitions

• When companies undergo mergers or acquisitions, it is important to consider the ramifications as they relate to the retirement plans.  The structure of the transaction drives its effect on any existing retirement plans.  Generally, there are three types of transactions:
  • Acquisition by stock
  • Acquisition by purchase of assets
  • Company merger

Qualified Default Investment Alternative

• When a plan permits participant-directed accounts for all or a portion of the plan’s assets, it is not uncommon for that plan to offer a set of “designated investment alternatives (“DIA’s”).  This set of DIA’s represents a menu of choices for the participant, carefully selected by the fiduciaries.

Preparing for an Audit of Your Retirement Plan

• Generally, federal law requires employee benefit plans with 100 or more participants to have an audit as part of their obligation to file an annual return. (Click here to learn about the DOL small plan audit waiver.) If your plan requires an audit, do not panic!  Being prepared and knowledgeable will help you throughout the audit process.

Contact: Third Party Administrator Milwaukee

Pinnacle Plan Design is proud to offer retirement plan administration services in Milwaukee, WI (Wisconsin), and surrounding areas including Shorewood, Madison, Whitefish Bay, Wauwatosa, West Allis, Cudahy, Glendale, Greenfield, Greendale, Brown Deer, Brookfield, Oak Creek, New Berlin, Franklin, and Mequon.