Pinnacle Plan Design

Q: What is Pinnacle Plan Design's company size?

Pinnacle plan design has 11 - 50 people working.

Financial Services

Specialities :

Qualified retirement plan design & consulting

Actuarial consulting

Qualified retirement plan document preparation & maintenance

And qualified retirement plan administration & plan compliance

Revenue

11M - 100M

Total Funding

Size

11 - 50

About Us

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...

Contact Information

Tucson , Arizona , United States

pinnacle-plan.com

Pinnacle Plan Design Org Chart

Employees

Total Employees:
29

Top Contacts:
0

C-Level 0	VP - Level-
Director-	Manager-
Others32

Employees Working At Pinnacle Plan Design

Brooke Janoski

Administrative Assistant

Gianna Cacolici

Retirement Plan Consultant

Stephanie Terry

Partner

Lisa Fox

Retirement Plan Consultant

Jan Catalano

Senior Administrative Professional

Pinnacle Plan Design Email Formats

Buyer Intent

Pain Points	Locations	Technologies
Application Development	Tucson, AZ	workflow, billing, database
Backup,DR, Dedup	Tucson, AZ	workflow, billing, database
Billing	Tucson, AZ	workflow, billing, database, operations
Database Administration	Tucson, AZ	workflow, billing, database, operations
Digital Transformation	Tucson, AZ	workflow, billing, database, operations

Trigger

Tech Stack Used By Pinnacle Plan Design

A quick view of products employed by Pinnacle Plan Design

Azure

Google analytics

Pimcore

Access

Animate

List of technologies used by Pinnacle Plan Design

Billing

Database

Workflow

Jobs at Pinnacle Plan Design

What is Pinnacle plan design's industry? +

Pinnacle plan design operates in the Financial services industry.

What is Pinnacle plan design's revenue? +

Pinnacle plan design's revenue is 11m - 100m

What is Pinnacle plan design's company size? +

Pinnacle plan design has 11 - 50 employees.

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