Company Information

Get to know Pinnacle Plan Design

Founded in 2001, Pinnacle Plan Design is a third-party administrator (TPA) and actuarial consulting firm specializing in the design, implementation, and ongoing administration of qualified retirement plans for businesses. The firm focuses on creating customized retirement plan solutions, such as 401(k), profit sharing, and cash balance plans, to help business owners and their employees maximize retirement savings and tax benefits. They are known for providing high-touch, proactive service and expert consulting to ensure plans remain compliant and aligned with their clients' goals.

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Financial Financial AdvisementPRIMARY
Financial Other Service

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Pinnacle Plan Design

United States

Founded in

2001 (25 Years)

Founded

Last online: No recent activity

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Markets.com

(326 reviews)

United States

2008

(18 years)

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License

A Grade License

Issued by globally renowned regulators, these licenses ensure the highest trader protection through strict compliance, fund segregation, insurance, and regular audits. Dispute resolution and adherence to AML/CTF standards further enhance security.

B Grade License

Granted by respected regional regulators, these licenses offer robust safety measures such as fund segregation, financial reporting, and compensation schemes. Though slightly less strict than Tier 1, they provide dependable regional protection.

C Grade License

Issued by regulators in emerging markets, these licenses offer basic protections such as minimum capital requirements and AML policies. Oversight is less stringent, so traders should exercise caution and verify safety measures.

D Grade License

From jurisdictions with minimal oversight, these licenses often lack key protections like fund segregation and insurance. While attractive for operational flexibility, they pose higher risks to traders.

TrustFinance is not a licensed financial advisor and is not affiliated with any financial institutions in your region. We encourage you to do your own research before making any investment decisions.