We strongly value collaboration, which means…
Your trusted plan consultants:
As a Pinnacle client, you will benefit from a dedicated service team that acts as an extension of your firm. This means that when you call us with a question, you can always speak to a trusted expert that is familiar with your plan.
Communication with your advisors:
When designing a retirement plan, all aspects of the business should be taken into consideration. Thus, we collaborate with you and your group of professional advisors in order to get a clear picture of the business and ensure the retirement plan aligns with its overall objectives.
Superior technical expertise:
We vow to remain on the forefront of retirement plan issues, trends and opportunities in an effort to build upon your firm’s success. This commitment to technical expertise is evidenced by our heavy involvement as educators, students and leaders in industry organizations, such as the American Retirement Association and the National Institute of Pension Administrators.
We educate; you benefit:
As prominent speakers and thought leaders in the industry, we educate ourselves in educating others. We strive to ensure our industry, our clients and their employees benefit from that as much as possible. Understanding is liability protection, and it lays the foundation for better future planning.
Plan design that meets your goals:
As our name suggests, plan design is a critical component to the success of any retirement plan. Don’t settle for a cookie-cutter retirement plan. Be heard and choose Pinnacle to design a plan customized to achieve your goals.
Fact finding to optimize the plan:
In order to design a successful retirement plan that adheres to a myriad of complex rules and regulations, it is crucial to listen to the employer and discover any factors that may impact the design. By focusing on fact finding at the onset of the engagement, we can maximize your opportunities, minimize your obligations wherever possible, and avoid future complications that waste time and money.
Responsive and timely service:
We appreciate that you have deadlines to meet. As your collaborative partner, we are respectful of those deadlines and turn work around quickly in order to meet them.
We ensure that you understand the process, features and ongoing details of your retirement plan. We prompt you on upcoming deadlines and follow through to ensure you have met them. We will make suggestions for improvements to the operation of your plan and provide back-up to our instructions so that you can execute them with confidence.
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 has a local presence in Tucson and Phoenix, Arizona (AZ), as well as Houston, Texas (TX) and Columbus, Ohio (OH), and we proudly serve businesses nationwide.