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 Syracuse, NY (New York), as well as nationally.
About Pinnacle Plan Design
Founded in January, 2001 by Kevin J. Donovan, EA, FSEA, FCA, Pinnacle Plan Design is a nationally recognized leader in the design and administration of qualified retirement plans. Pinnacle Plan Design is dedicated exclusively to serving closely held businesses. We provide retirement plan consulting and design, actuarial services and administrative services. Our team of actuaries and credentialed retirement plan experts are uniquely qualified to help you successfully navigate complex federal regulations and obtain maximum benefits for you and your stakeholders.
Why Choose Pinnacle Plan Design
Collaboration – When designing a retirement plan, all aspects of the business should be taken into consideration. Thus, we collaborate with employers and their group of professional advisors in order to get a clear picture of the business and ensure the retirement plan aligns with its overall objectives.
Attentive to the details – Often times what’s important to the IRS/DOL isn’t top of mind to the employer. Whether it’s maintaining fully executed documentation, identifying and assisting with the correction of operational errors, asking the right questions to determine whether any related employers exist, properly identifying HCEs and key employees, etc., we’re on it.
Superior technical expertise – Every plan administrator at Pinnacle Plan Design is highly educated and experienced in the field of plan design and administration. This level of expertise is essential in keeping your plan operating smoothly and in a state of “audit readiness”.
Kevin J. Donovan, EA, FSEA, FCA
Kevin J. Donovan, founder of Pinnacle Plan Design, is an enrolled actuary and Syracuse native. Kevin attended Syracuse University and earned his Bachelor of Science in Accounting.
Contact: Third Party Administrator Syracuse
Pinnacle Plan Design is proud to offer retirement plan administration services in Syracuse, NY (New York), and surrounding areas including Clay, Cicero, Manlius, Baldwinsville, Liverpool, Minoa, Fayetteville, Dewitt, Jamesville, Onondaga, Camillus, Marcellus, LaFayette, Tully, Pompey, and Skaneateles.