Third Party Administration (TPA) Firm Specializing in the Design & Administration of Qualified Retirement Plans

Dedicated exclusively to helping closely-held businesses, Pinnacle Plan Design is a nationally recognized leader in the design and administration of qualified retirement plans. 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. 

We offer a multitude of retirement plan options designed to meet your specific business needs. Our plan design specialists take into consideration many factors, including but not limited to, your workforce demographics, tax objectives, owner retirement goals and plan flexibility to ensure you are making informed and advantageous retirement plan decisions. Whether you are interested in a 401(k) plan, profit sharing plan, money purchase plan, cash balance, or traditional defined benefit plan, our team of experts is here to personally assist and guide you through the process from retirement plan design to administration.

www.thirdpartyadministrator.net

Retirement

Consulting

Pinnacle Plan Design

Pinnacle Plan Design's headquarters in Tucson, AZ, United States

Amanda Rae Iverson, CPA, MBA, SHRM-CP, PHR, APM

Bill Presson

This department focuses on providing consultancy and administration services related to retirement plans.

Retirement Solutions

This department provides expert actuarial consulting and advisory services.

Consulting Services

This department provides essential administrative support and coordination functions to facilitate organizational operations.

Administration Services

This department oversees the planning, coordination, and execution of operational processes to ensure efficiency and effectiveness.

Pinnacle Plan Design

Org chart

Teams

Retirement Solutions

Consulting Services

Administration Services

Operations Management

Offices

Pinnacle Plan Design

Org chart

Teams

Retirement Solutions

Consulting Services

Administration Services

Operations Management

Offices

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