Pinnacle Plan Design, LLC

Firm Profile

We collaborate with employers and their advisors to design and administer retirement plans that turn tax dollars into retirement benefits. In addition to our robust 401(k)/profit sharing plan practice, we are industry leaders in the traditional defined benefit and cash balance plan arena. Business owners who desire larger tax deductions and accelerated retirement savings can benefit from layering a cash balance plan on top of their existing 401(k) plan.

Key Contacts

Robbie Petrillo, QKA, 520-618-1305, rpetrillo@pinnacle-plan.com

T.J. Orr, ERPA, QPA, QKA, 520-618-1305, torr@pinnacle-plan.com

Website

http://www.pinnacle-plan.com

Est. 2001

State(s) with a Physical Presence

Arizona, Texas

Sponsored Plans Supported

950

Kinds of Plans Supported

  • 401(k)
  • Traditional Defined Benefit
  • Cash Balance/Hybrid
  • Profit-Sharing
  • Money Purchase Pension
  • 403(b)

Target Market

– Closely-held, profitable businesses
– Business owners seeking larger deductions than their 401(k) plan will allow
– Companies who demand a higher level of service with regard to their plan
– Error correction and compliance consulting for plans that have experienced operational errors

Custodians Used

All

Services Provided

  • Compliance Support
  • Preparation of Loan Paperwork
  • Processing of Loan Applications
  • Non-Discrimination Testing
  • Plan Design Consulting
  • Plan Audit Support
  • Actuarial Calculations & Support
  • Form 5500 Preparation
  • Hardship Distribution Requests