Pinnacle Plan Design

Financial Services, Insurance and Employee Benefit Funds, Finance and Insurance · 11 Employees
Phone Number: info@pinnacle-plan.com
Email Address: info@pinnacle-plan.com
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About
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
Year Founded
2001
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Industry
Financial Services, Insurance and Employee Benefit Funds, Finance and Insurance
HQ Location
1985 E. River Rd. Ste 111 Tucson, AZ 85718, US
Keywords
Qualified Retirement Plan Design & ConsultingActuarial ConsultingQualified Retirement Plan Document Preparation & Maintenanceand Qualified Retirement Plan Administration & Plan Compliance
Location
2
  • 1985 E. River Rd. Ste 111 Tucson, AZ 85718, US
  • 2201 E Camelback Rd Ste 200 Phoenix, AZ 85016, US

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