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.

Founded in

United States