Administration of Qualified Retirement Plans
Pinnacle Plan Design, LLC specializes in the design and administration of qualified retirement plans.
Pinnacle currently provides services to approximately 650 qualified retirement plans. About half of these plans are defined benefit plans (either traditional or cash balance), and the other half are defined contribution plans (401(k)/profit sharing plans). While our client base continues to grow rapidly, we pride ourselves on maintaining a high level of quality client service to each and every client.
Pinnacle’s superior technical expertise combined with our unmatched client service make us an industry leader in retirement plan arena.
- Kevin J Donovan, CPA, EA, MSPA
Although Pinnacle assists in many of the day-to-day operational tasks, of utmost significance is the assistance and guidance provided to keep your retirement plan qualified.