About Our Services
Pinnacle Plan Design, LLC specializes in the design and administration of qualified retirement plans. We design and administer defined benefit, 401(k), profit sharing and money purchase plans.
We are recognized for our ability to maximize the value of your retirement plan with the proper customized plan design. We will sit down with you to discuss what your goals are for your retirement plan. Some of the questions to think about for your plan design include: Do you want to maximize the benefits for the principals of the company or for other key employees? Do you want to help employees save for their own retirement by offering a 401(k) feature? How large or small is your budget for your retirement program? Perhaps your company has various classes of employees, and you desire different retirement benefits for each. No matter your goals, we can customize your plan to suit your needs.
In many circumstances, the principal of a firm wishes to maximize their own retirement benefits while maintaining a reasonable cost for their employees. Depending on the company demographics, it is not unusual for our designs to provide at least 60-70% of the dollars going in to the plan to the principal.