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 San Diego, CA (California), as well as nationally.

Blog Excerpt

• Plan Fees
  • “Much public discussion is occurring about fees paid by participants in employer sponsored qualified retirement plans.  Plan fiduciaries must, among other things, ensure that fees levied from plan assets are reasonable with respect to necessary services received.  To assist plan fiduciaries as they execute that duty this article outlines 1) services a plan might receive, 2) concerns when comparing services and their underlying fees, and 3) general considerations about how fees are applied to participant accounts.”
• What is the Value of a Collaborative Advisory Team?
  • “Early in the development of our TPA practice, I felt it was important that we build a team to serve our clients.  That team approach still exists today, and has proved to be very beneficial not only in serving our clients well, but also in promoting collaboration among the team members themselves.”
• What Do You Believe and What Is Your Why?
  • “A few weeks ago, our firm held our annual management retreat.  Every year around this time, we fill a room with nearly 30 passionate leaders (senior managers and partners from our firm and our parent firm) and determine what we want to accomplish over the next year (or sometimes several years).”

Contact: Third Party Administrator San Diego

Pinnacle Plan Design is proud to offer retirement plan administration services in San Diego, CA (California), and surrounding areas including Coronado, National City, Chula Vista, Lemon Grove, Bonita, La Mesa, La Presa, Spring Valley, Imperial Beach, El Cajon, Rancho San Diego, Santee, Bostonia, and Lakeside.