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 Plan Design is proud to offer retirement plan administration services in New Orleans, LA (Louisiana), as well as nationally.

Governmental Form Preparation

Likely the most daunting task of qualified plan administration is governmental form preparation and filing. At Pinnacle Plan Design, we are experts on the following forms and will ensure that they are prepared and filed correctly with the Internal Revenue Service (IRS), the Department of Labor (DOL), or the Pension Benefit Guaranty Corporation (PBGC).

• Form 5500
• Form 5500-SF
• Form 5500-EZ
• Form 5558
• Schedule SB – Actuarial Report
• Form 8955-SSA
• Form 5300
• Form 5330
• Form 1099-R Preparation
• Form 945 Preparation
• PBGC Comprehensive Premium Filing

Contact: Third Party Administrator New Orleans

Third Party Administrator New Orleans – Pinnacle Plan Design is proud to offer retirement plan administration services in New Orleans, LA (Louisiana), and surrounding areas including Metairie, Kenner, Jefferson, Plaquemines, St. Bernard, St. Charles, St. James, St. John the Baptist, and St. Tammany Parishes.