Request an Illustration

Request a retirement plan illustration to see the plan design options that are available. After some preliminary fact finding, we will quickly produce a retirement plan illustration for the firm.


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.