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Third Party Administrator | Retirement Plans | Pinnacle Plan Design

Pinnacle Plan Design is a national third party administrator (TPA) offering qualified retirement plan design, administration & actuarial consulting services

http://www.thirdpartyadministrator.net/

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CONTACTS AT THIRDPARTYADMINISTRATOR.NET

Pinnacle Plan Design

Robbie Petrillo

1985 E.●●●●●●●d. #111

Tu●●on , Arizona, 85718

United States

52.●●●305
rp●●●●●●●@pinnacle-plan.com

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Pinnacle Plan Design

Robbie Petrillo

1985 E.●●●●●●●d. #111

Tu●●on , Arizona, 85718

United States

52.●●●305
rp●●●●●●●@pinnacle-plan.com

View this contact

Pinnacle Plan Design

Robbie Petrillo

1985 E.●●●●●●●d. #111

Tu●●on , Arizona, 85718

United States

52.●●●305
rp●●●●●●●@pinnacle-plan.com

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Third Party Administrator | Retirement Plans | Pinnacle Plan Design | thirdpartyadministrator.net Reviews

https://thirdpartyadministrator.net

Pinnacle Plan Design is a national third party administrator (TPA) offering qualified retirement plan design, administration & actuarial consulting services

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1

Retirement Plan Consulting | Third Party Administrator

http://thirdpartyadministrator.net/retirement-plan-services/retirement-plan-consulting

What Is a Third Party Administrator? How Can We Help? Third Party Administrator TPA Firm Retirement Plans. 401(k)/Profit Sharing Plan Consulting. For consulting arrangements for defined benefit plans, see Actuarial Services. Review of the tasks involved beginning with the initial enrollment of the newly eligible participant to distribution and processing of qualified domestic relations orders;. Review of data submission to record-keeper;. Improvements to plan design based on individual employer goals;.

2

Actuarial Services | Third Party Administrator

http://thirdpartyadministrator.net/retirement-plan-services/actuarial-services

What Is a Third Party Administrator? How Can We Help? Third Party Administrator TPA Firm Retirement Plans. Pinnacle Plan Design is a full service actuarial and pension administration firm providing consulting, record keeping, and actuarial services for our clients. We provide accurate, comprehensive and timely work. For a list of our actuarial consulting services. We offer a full range of retirement plan services, including:. Defined benefit/defined contribution combination plan design.

3

Actuarial Solutions | Third Party Administrator

http://thirdpartyadministrator.net/actuarial-solutions

What Is a Third Party Administrator? How Can We Help? Third Party Administrator TPA Firm Retirement Plans. View our Actuarial Menu. For a list of the actuarial services offered. Three Enrolled Actuaries on Staff. Pinnacle Plan Design’s actuaries, Kevin Donovan. Have over 93 years of combined industry experience. What our TPA Partners Like About Us. Access to new revenue streams. Mitigate risk of losing clients to another TPA. Pinnacle offers CPE seminars for ASPPA, NIPA and ERPA credit.

4

What Is a Third Party Administrator? | Retirement Plans

http://thirdpartyadministrator.net/what-is-a-third-party-administrator

What Is a Third Party Administrator? How Can We Help? Third Party Administrator TPA Firm Retirement Plans. What Is a Third Party Administrator? What Is a Third Party Administrator? What is a third party administrator? Why is it necessary to utilize a third party administrator? Expertise in retirement plan regulations. Protection of your profits. The third party administrator designs retirement plans that redistribute and, thus, help to retain the firm’s valuable profits. Higher contributions for owners.

5

Collaboration with CPAs & Attorneys | Third Party Administrator

http://thirdpartyadministrator.net/collaboration-with-cpas

What Is a Third Party Administrator? How Can We Help? Third Party Administrator TPA Firm Retirement Plans. Collaboration with CPAs & Attorneys. 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. Pinnacle Plan Des...

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What Is a Third Party Administrator? How Can We Help? Third Party Administrator TPA Firm Retirement Plans. Pinnacle Plan Design’s superior technical expertise combined with our unmatched client service makes us an industry leader in the retirement plan arena. Pinnacle delivers personalized high-impact results to over 845 clients across the nation. Pinnacle Plan Design’s highly-credentialed professionals provide value for employers, CPAs, attorneys, other TPAs, and financial advisors. Very few third party...

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