Pinnacle Plan Design
Carrie Curtis is an experienced administrative professional with a comprehensive background in providing support across various organizations. Currently serving as an administrative support at Pinnacle Plan Design since December 2015, Carrie has held multiple administrative assistant roles at both BeachFleischman PC and Pinnacle Plan Design, LLC, from 2002 to 2014. Additionally, Carrie has educational credentials from Cazenovia College, completing studies in 1993.
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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