About Us
Pinnacle Plan Design, LLC is a comprehensive third party administration firm. Pinnacle provides retirement plan consulting, actuarial services and administrative services; specializing in serving the needs of small and medium-sized businesses. Founded in January, 2001 by Kevin Donovan, Pinnacle Plan Design is a nationally recognized leader in the design and administration of qualified retirement plans. From inception, Pinnacle’s leadership has recognized the importance of tailoring retirement plans to the specific goals of the people the plan is meant to serve.
Pinnacle Plan Design will work with you to design a plan that fits not only your individual needs, but the unique needs of your entire organization. Retirement plan design may vary dramatically based upon workforce demographics, tax objectives, owner’s retirement requirements, and desired flexibility. Pinnacle’s recognized technical expertise and individualized service will customize your retirement plan to suit your needs. Pinnacle Plan Design’s professionals know your time is valuable. Pinnacle not only assists in many of the day-to-day operational tasks, but also provides the assistance and guidance needed to keep your retirement plan compliant with government regulations and qualified.
The Pinnacle Plan Design organization holds itself to the highest professional standards. Pinnacle’s leadership has earned numerous industry designations including: Enrolled Actuaries (EA’s), Certified Public Accountants (CPA’s), Qualified Pension Administrators (QPA’s) and Qualified 401(k) Administrators (QKA’s). Pinnacle Plan Design’s remaining staff also hold several designations including, several CPA's, QPA's, and QKA's. Even Pinnacle’s administrative professionals have passed the American Society of Pension Professionals and Actuaries (ASPPA) entrance exams. Every Pinnacle professional has made a commitment to the pension field of expertise, and continue to work toward the attainment of additional accreditations and knowledge in order to serve the many retirement plans we service.