Pinnacle Plan Design P C

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Description

Founded in January, 2001 by Kevin Donovan, CPA, EA, MSPA, ACA, Pinnacle Plan Design is a nationally recognized leader in the design and administration of qualified retirement plans. Pinnacle Plan Design is dedicated exclusively to serving closely held businesses. We provide retirement plan consulting and design, actuarial services and administrative services. 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.

For other TPAs wishing to expand into the defined benefit plan area, we will work as your firm’s back office providing actuarial services which can be customized to meet your needs. Although we are independent, we respond directly and timely to your needs. We become an extension of your company. Because we are a full-service consulting and administration firm, partnering with us ensures that both your needs and the needs of your clients will be met.

We are a full service actuarial and pension administration firm providing consulting, record keeping and actuarial services for our clients. We provide accurate, comprehensive and timely work.

At Pinnacle Plan Design we provide the highest quality client service and provide meaningful career growth for our employees. Our firm’s commitment to professional development continues throughout your employment with Pinnacle. You will have the opportunity to attend continuous in-house training in technical and soft-skill areas. Additionally, we send employees to national conferences and other external training venues for networking and skill advancement.

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