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 Francisco, CA (California), as well as nationally.

Cash Balance Plans

A cash balance plan is a type of employer-sponsored defined benefit retirement plan. Unlike traditional defined benefit plans that provide for a certain amount of money at retirement, which can be confusing and hard to grasp, cash balance plans provide the promised benefit in the form of an “account” balance. This makes the benefit much easier to understand and is, thus, more appreciated by employees.

Cash balance plans are ideal for business owners who are looking to put more money into the plan than their 401(k) plan will allow.

Contact: Third Party Administrator San Francisco

Third party administrator San Francisco – Pinnacle Plan Design is proud to offer retirement plan administration services in San Francisco, CA (California), and surrounding areas including Oakland, Hayward, Fremont, Berkeley, Richmond, Lafayette, Moraga, Orinda, Walnut Creek, Santa Rosa, San Rafael, Novato, Sausalito, Alameda, and Danville.