Pinnacle Plan Design
Bill Presson is a seasoned professional with extensive experience in retirement plan consulting and operational management. Currently serving as Senior Manager at Pinnacle Plan Design since May 2021, Bill previously held the role of Executive Vice President - Sales and Consulting at EGPS from July 2015 to May 2021, where primary responsibilities included aiding advisors and plan sponsors in addressing retirement plan challenges. Bill's background also includes roles as Chief Operating Officer and Vice President at EGPS, overseeing operational efficiencies across multiple locations. Prior experience includes Vice President at Warren Averett Benefit Consultants, Chief Operating Officer at Unified Trust Company, President at Resource Benefit Planners, and Agent at Northwestern Mutual Life. Bill holds a Bachelor of Science degree in Political Science from Eastern Kentucky University.
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Pinnacle Plan Design
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