What departments does Pinnacle Plan Design have?

Pinnacle Plan Design has employees across 1 departments including Administrative.

What is the largest department at Pinnacle Plan Design?

The largest department at Pinnacle Plan Design is Administrative with 2 employees.

Where are Pinnacle Plan Design employees located globally?

Pinnacle Plan Design has employees across 1 continents and 1 countries including United States Of America.

How has Pinnacle Plan Design's team size changed over time?

Pinnacle Plan Design's team has grown from approximately 40 to 41 employees based on available data.

Pinnacle Plan Design Employee Directory

Financial ServicesArizona, United States11-50 Employees

Pinnacle Plan Design is a financial services firm that focuses on third-party administration for qualified retirement plans. Based in Tucson, Arizona, the company serves closely-held businesses by designing and administering retirement plans that accommodate workforce demographics, tax objectives, owner retirement goals, and plan flexibility, with a range from 401(k) plans to traditional defined benefit plans. Its team includes actuaries and credentialed retirement plan experts who help clients navigate complex federal regulations to maximize benefits for stakeholders. The organization positions itself as a specialist in plan design and administration, offering tailored guidance through the entire process from initial design to ongoing administration. The firm operates in a niche within the retirement services industry, emphasizing expertise in qualified plans and compliance for small and closely-held businesses.

Pinnacle Plan Design Global Highlights

North America
55

United States Of America
55

Pinnacle Plan Design's Leadership

S. C.
Team Manager
Mobile Phone
Email
A. F.
Retirement Plan Administrator
Mobile Phone
Email
C. A.
Supervisor
Mobile Phone
Email
K. S. E. M.
Consulting Actuary
Mobile Phone
Email
P. P.
Administrative Assistant
Mobile Phone
Email
S. H.
Administrative Team
Mobile Phone
Email
M. A. M.
Manager/Retirement Plan Consultant
Mobile Phone
Email

Pinnacle Plan Design Employee Metrics

100%

50%

0%

2026

2025

Finance
Banking
Accounting
Business
Community & Social Services
Other
Consultant

Contact profiles from Pinnacle Plan Design

Name

Title

Contact

Location

Last Update

S. C.
Team Manager
Mobile Phone
Email
Aug 04, 2025
A. F.
Retirement Plan Administrator
Mobile Phone
Email
Oct 16, 2024
C. A.
Supervisor
Mobile Phone
Email
Jun 27, 2025
K. S. E. M.
Consulting Actuary
Mobile Phone
Email
Oct 17, 2024
P. P.
Administrative Assistant
Mobile Phone
Email
Feb 26, 2024
S. H.
Administrative Team
Mobile Phone
Email
Oct 16, 2024
M. A. M.
Manager/Retirement Plan Consultant
Mobile Phone
Email
Jul 01, 2026

Frequently Asked Questions

What is Pinnacle Plan Design known for?

Pinnacle Plan Design was founded in 2001 operates in the Financial Services industry; you can contact the main corporate office by phone at

+1-520-618-****

. Explore Pinnacle Plan Design's company overview page for more information.

What is Pinnacle Plan Design's most common email format?

Pinnacle Plan Design employees' email format typically follows the pattern of . Trying to find reliable and up-to-date employee contact data? Find more Pinnacle Plan Design email formats with LeadIQ.

How many employees does Pinnacle Plan Design have currently?

Pinnacle Plan Design has approximately 48 employees as of July 2026. These team members are located across 1 continents, including North America.

Who are Pinnacle Plan Design's key employees and leadership?

As of July 2026, Pinnacle Plan Design's key employees include:

Team Manager: S. C.
Retirement Plan Administrator: A. F.
Supervisor: C. A.
Consulting Actuary: K. S. E. M.
Administrative Assistant: P. P.

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Pinnacle Plan Design Employee Directory

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