Pinnacle Plan Design Employee Directory

Financial ServicesArizona, United States11-50 Employees

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, our team of experts is here to personally assist and guide you through the process from retirement plan design to administration.

www.thirdpartyadministrator.net

Find Pinnacle Plan Design employees' phone numbers or email addresses

Pinnacle Plan Design Global Highlights

Location
Employees

North America
53

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  • United States Of America
    53

Pinnacle Plan Design's Leadership

  • Stylized image of a person
    A. I.
    Ceo
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  • Stylized image of a person
    L. Y.
    Partner / Consulting Actuary
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  • Stylized image of a person
    S. L. T.
    Partner
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  • Stylized image of a person
    T. O.
    Partner
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  • Stylized image of a person
    R. P.
    Director Of Business Development
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  • Stylized image of a person
    S. C.
    Team Manager
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  • Stylized image of a person
    M. A. M.
    Manager/Retirement Plan Consultant
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  • Stylized image of a person
    J. C.
    Senior Administrative Professional
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Contact profiles from Pinnacle Plan Design

Name
Title
Contact Info
Location
Last Update
  • Stylized image of a person
    A. I.
    Ceo
    Phone icon
    United StatesArizona
    Nov 05, 2025
  • Stylized image of a person
    L. Y.
    Partner / Consulting Actuary
    Phone icon
    United StatesArizona
    Oct 19, 2025
  • Stylized image of a person
    S. L. T.
    Partner
    Phone icon
    United StatesArizona
    Oct 17, 2025
  • Stylized image of a person
    T. O.
    Partner
    Phone icon
    United StatesArizona
    Apr 03, 2023
  • Stylized image of a person
    R. P.
    Director Of Business Development
    Phone icon
    United StatesArizona
    Nov 20, 2025
  • Stylized image of a person
    S. C.
    Team Manager
    Phone icon
    Aug 04, 2025
  • Stylized image of a person
    M. A. M.
    Manager/Retirement Plan Consultant
    Phone icon
    Apr 08, 2025
  • Stylized image of a person
    J. C.
    Senior Administrative Professional
    Phone icon
    United StatesArizona
    Oct 21, 2025
  • Stylized image of a person
    B. F.
    Retirement Plan Consultant
    Phone icon
    United StatesNorth Carolina
    Oct 20, 2025
  • Stylized image of a person
    C. B.
    Retirement Plan Consultant
    Phone icon
    United StatesArizona
    Oct 18, 2025

Frequently Asked Questions

What is Pinnacle Plan Design known for?

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Pinnacle Plan Design was founded in 2001 operates in the Financial Services industry. The company's main headquarters is located in 1985 East River Road, Suite 111; you can contact the main corporate office by phone at . Explore Pinnacle Plan Design's company overview page for more information.

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

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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?

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Pinnacle Plan Design has approximately 45 employees as of December 2025. These team members are located across 1 continents, including North America.

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

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As of December 2025, Pinnacle Plan Design's key employees include:

  • Ceo: A. I.
  • Partner / Consulting Actuary: L. Y.
  • Partner: S. L. T.
  • Partner: T. O.
  • Director Of Business Development: R. P.

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