Pinnacle Plan Design

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Description

  • Third Party Administration (TPA) Firm Specializing in the Design & Administration of Qualified Retirement PlansDedicated 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
  • location

    Headquarters:1985 East River Road Suite 111, Tucson, Arizona, United States

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  • Pinnacle Plan Design phone

    Phone Number: +1 520-618-1305

  • Pinnacle Plan Design website

    Website: https://www.pinnacle-plan.com

  • Pinnacle Plan Design employees

    Employees:29

  • Pinnacle Plan Design revenue

    Revenue:$1 - 10M

  • Pinnacle Plan Design legal name

    Legal Name:Pinnacle Plan Design

  • Pinnacle Plan Design's Social Media

    Pinnacle Plan Design linkedin Pinnacle Plan Design twitter
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  • |  NAICS Code: 561499  |

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Person level website identification

Chief Operating Officer for Pinnacle Plan Design

Amanda Iverson

Chief Operating Officer

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View Employees

Amanda Iverson

Chief Operating Officer

T.J Orr

Partner

Stephanie Terry

Partner

Robert Petrillo

Director Of Business Development

Bill Presson

Senior Manager

Frequently Asked Questions regarding Pinnacle Plan Design

  • Where are Pinnacle Plan Design's Headquarters?

    Pinnacle Plan Design's Headquarters are in 1985 East River Road Suite 111,Tucson,Arizona,United States

  • What is Pinnacle Plan Design's phone number?

    Pinnacle Plan Design's phone number is +1 520-618-1305

  • What is Pinnacle Plan Design's official website?

    Pinnacle Plan Design's official website is https://www.pinnacle-plan.com

  • What is Pinnacle Plan Design's Revenue?

    Pinnacle Plan Design's revenue is $1 - 10M

  • What is Pinnacle Plan Design's NAICS code?

    Pinnacle Plan Design's NAICS code is 561499

  • How many employees are working in Pinnacle Plan Design

    Pinnacle Plan Design has 29 employees

  • What is Pinnacle Plan Design's Industry?

    Pinnacle Plan Design is in the industry of Financial Services

  • Who is Pinnacle Plan Design's Chief Operating Officer?

    Pinnacle Plan Design's Chief Operating Officer is Amanda Iverson

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