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 Nashville, TN (Tennessee), as well as nationally.

Blog Excerpt

New Pension Limitations for 2022

• The Internal Revenue Service recently released the new pension limitations for 2022.

QDRO – FAQs for Plan Sponsors

• What is a “QDRO”? What is a “Domestic Relations Order”? Who can benefit from a QDRO?

Filing the Correct Type of From 5500

• With limited exceptions (e.g., SIMPLE IRA and SEP arrangements), retirement plans covered by ERISA must file Form 5500-series returns annually.  Filings are due the last day of the 7th month after the plan year end, but may be extended for an additional 2 ½ months by filing IRS Form 5558; for a calendar year plan that’s July 31 extended to October 15.  As the plans are tax-deferred entities, these returns are purely informational.

Contact: Third Party Administrator Nashville

Third party administrator Nashville: Pinnacle Plan Design is proud to offer retirement plan administration services in Nashville, TN (Tennessee) and surrounding areas including Antioch, Belle Meade, Bellevue, Berry Hill & Woodbine, Brentwood, Cane Ridge, Charlotte Park, Crieve Hall, Donelson, Forest Hills, Oak Hill, Franklin, Goodlettsville, Green Hills, Hendersonville, Hermitage, Inglewood, Madison, MT Juliet, Nolensville, Old Hickory, Percy Priest Lake, and West Meade.