Collaboration with Financial Advisors

Third Party Administrators: An Advisor's Ally
Third Party Administrators: An Advisor’s Ally

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 financial advisor, the third party administrator, and the retirement plan sponsor is the best way to design and administer the optimal plan.

Why Pinnacle Plan Design?

  • Robbie Petrillo, QKA – Robbie’s main role at Pinnacle Plan Design is to help advisors grow their retirement plan business by helping them identify plan opportunities.
  • Rapid service – When it comes to exhibiting retirement plan options for an employer, the financial advisor is only as fast as their third party administrator. We pride ourselves on our ability to turn work around very rapidly, thus making the advisor look prompt and responsive as well.
  • Technical expertise – Every person responsible for administering a Pinnacle plan is highly educated in the field of plan design and administration. Our thorough work limits the possibility of errors occurring, making all parties of the advisory team, including the financial advisor, look good.
  • Continuing education – We offer CE sessions for our financial advisor partners to update them about the ever-changing retirement plan industry and to teach ways to grow their business.

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 we proudly serve clients nationwide.