Design & Administration of Qualified Retirement Plans

Pinnacle Plan Design, LLC is a nationally recognized leader in the design and administration of qualified retirement plans for small and mid-sized businesses. We manage over 650 qualified retirement plans. Half of these plans are defined benefit plans, either traditional or cash balance; half are defined contribution plans, 401(k)/profit sharing plans.

We pride ourselves on providing expert plan design and administration. Our proven skills and experiences – coupled with our size – uniquely position us to address clients’ diverse pension plan needs while providing the personal attention every plan sponsor deserves.

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