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 Trenton, NJ (New Jersey), as well as nationally.
What can a third party administrator offer an employer?
Third party administrators design and administer optimal retirement plans for employers. A well-designed retirement plan can:
- Shelter more owner dollars in the plan.
- Provide more attractive benefits for your employees.
- Protect your firm’s profits.
Why Pinnacle Plan Design?
- Technical expertise: Our experienced and highly-credentialed staff ensures your plan is the best it can be, while remaining compliant.
- Open communication: We ensure that employers understand the features, regulations and their fiduciary role relating to the retirement plan.
- Responsive service: Each client is assigned a designated pension professional with years of experience, so questions are answered correctly and rapidly and work is turned around on a timely basis.
- Collaboration: 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.
- Attention to Detail: 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.
Contact: Third Party Administrator Trenton
Pinnacle Plan Design is proud to offer retirement plan administration services in Trenton, NJ (New Jersey) and surrounding areas including Newark, Jersey City, Paterson, Elizabeth, Edison, Toms River, Clifton, Camden, Passaic, Union City, and Bayonne.