Pinnacle Plan Design
Robert Petrillo has a diverse work experience that ranges from gelato shop management to business development in third-party administration of employer-sponsored retirement plans. Robert was the Director of Business Development at Pinnacle Plan Design, responsible for optimizing the plans of various companies and ensuring compliance with IRS regulations. Robert has also worked in the operations and marketing communication of Frost, a Gelato Shoppe and pursued an internship at Course Creators-Modern Real Estate, where they spearheaded the company's search for national clients and worked on social media marketing.
Robert Petrillo received their high school diploma in 2009 from Catalina Foothills High School. Robert then enrolled in The University of Arizona, Eller College of Management, from 2009 to 2013, where they earned a Bachelor of Science degree with a focus on Business Administration, Marketing, and Entrepreneurship. In 2015, Robert obtained the certification of Qualified 401(k) Administrator (QKA) from the American Society of Pension Professionals and Actuaries. Later in 2016, they obtained the Qualified Pension Administrator (QPA) certification from the same institution.
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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