Pinnacle Plan Design is a third party administrator (TPA) for employer-sponsored qualified retirement plans. We specialize in retirement plan design, administration, consulting, and actuarial services. Pinnacle Plan Design administers retirement plans in Tucson, AZ (Arizona), as well as nationally, and is very proud to call Tucson its home.
Why Choose Pinnacle
Responsive service – We are committed to responding to client communication and key issues on a timely basis. It is our promise to be attentive to the needs of our clients.
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”.
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.
Founded in 2001
Tucson companies, law firms, physician practices, dental offices, and professional services firms have trusted Pinnacle Plan Design with the third party administration of their retirement plans since 2001. They have grown accustomed to the combination of responsive service, superior technical expertise, and collaboration they can only get at Pinnacle Plan Design.
Thank you, Tucson, for your support over the years!
Tucson Location:
1985 E River Rd, Ste 111
Tucson, AZ 85718
(520) 618-1305
Located on the northeast corner of River Road and Campbell Avenue.
Contact: Third Party Administrator Tucson
Pinnacle Plan Design is proud to offer retirement plan administration services in Tucson, AZ (Arizona), and surrounding areas including Oro Valley, Oracle, Catalina, Marana, Avra Valley, Casa Grande, Bisbee, Benson, Tubac, Sierra Vista, Sahuarita, Vail, Pima County, Green Valley, Florence and Coolidge.