Collaboration with CPAs & Attorneys

We passionately believe in the power of collaboration. Working together in pursuit of the client’s success is our purpose and our privilege. A strong, fluid relationship between the CPA, attorney, third party administrator, and retirement plan sponsor is the best way to design and administer the optimal plan.

Why Pinnacle Plan Design?

  • Responsive service – When it comes to retirement planning for an employer, the CPA and attorney are only as fast as their third party administrator. We pride ourselves on our ability to turn work around very rapidly, thus allowing the CPA and attorney to be prompt and responsive as well.
  • Compliance – Every pension professional that is responsible for administering a Pinnacle retirement plan is highly educated in the field of plan design and administration and has a wealth of experience navigating the intricate compliance regulations set forth by the IRS. By keeping the plan compliant, we can save the employer money.
  • Continuing education ­– We offer CE seminars for our attorney and CPA partners to update them about the ever-changing retirement plan industry.

Contact Us

Pinnacle Plan Design is a third-party administrator (TPA) for employer-sponsored qualified retirement plans. We specialize in retirement plan design, administration and actuarial consulting. Pinnacle has a local presence in Tucson and Phoenix, Arizona (AZ), as well as Houston, Texas (TX) and Columbus, Ohio (OH), and we proudly serve businesses nationwide.