Pinnacle Plan Design
Financial Services
Tucson, Arizona, United States
45 employees
- Employees
- 45
- Contacts
- 3
- Emails
- 3
- Phones
- 1
Pinnacle Plan Design Overview
- Headquarters
- Tucson, Arizona, United States
- Phone Number
- Available in AeroLeads
- Website
- pinnacle-plan.com
- Industry
- Financial Services
- Employees
- 45
- Founded
- 2001
- Company Email
- Available in AeroLeads
- NAICS
-
Finance and InsuranceMonetary Authorities-Central Bank
About Pinnacle Plan Design
Third Party Administration (TPA) Firm Specializing in the Design & Administration of Qualified Retirement Plans Dedicated 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
Pinnacle Plan Design Contact Details
- People in AeroLeads
- 4
- With contact data
- 3
- Email contacts
- 3
- 75.0% coverage
- Phone contacts
- 1
- 25.0% coverage
Pinnacle Plan Design Org Chart
Sample employees and titles| Name | Title | Location | Contact |
|---|---|---|---|
| Brandon Fleming, Mba | Pension Professional | Charlotte, North Carolina, United States |
Email
|
| Jenny Woo | Retirement Plan Consultant at Pinnacle | Los Angeles, California, United States |
Email
|
| Drew Forgrave | Consulting Actuary at Pinnacle Plan | Columbus, Ohio, United States |
Email
Phone
|
| Lynn Young | Consulting Actuary at Pinnacle Plan |
View
|
Employees by Management Level
Individual contributor
10 profiles
Associate / junior
3 profiles
Director
1 profile
Manager
1 profile
Senior / Lead
1 profile
Department Contact Coverage
| Department | Contacts | Phone | |
|---|---|---|---|
| General | 6 | 6 | 5 |
| Finance | 2 | 2 | 2 |
| Executive | 2 | 2 | 1 |
Pinnacle Plan Design Tech Stack
Product / design
12 profiles
Compare Similar Companies to Pinnacle Plan Design
Principal Financial Group
Financial Services
CPS, Inc.
Staffing And Recruiting
Definiti LLC
Financial Services
EGPS
Financial Services
Nova 401(k) Associates
Financial Services
Spectrum Pension Consultants
Financial Services
PensionPro
Software Development
CrossPlans
Financial Services
The Cerrado Group
Financial Services
Crawford Retirement Group
Financial Services