What departments does Pinnacle Plan Design have?

Pinnacle Plan Design has employees across 2 departments including Administrative, Finance.

What is the largest department at Pinnacle Plan Design?

The largest department at Pinnacle Plan Design is Administrative with 3 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 43 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
54

United States Of America
54

Pinnacle Plan Design's Leadership

S. C.
Team Manager
Mobile Phone
Email
M. A. M.
Manager/Retirement Plan Consultant
Mobile Phone
Email
C. A.
Supervisor
Mobile Phone
Email
A. F.
Retirement Plan Administrator
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

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
M. A. M.
Manager/Retirement Plan Consultant
Mobile Phone
Email
Jul 01, 2026
C. A.
Supervisor
Mobile Phone
Email
Jun 27, 2025
A. F.
Retirement Plan Administrator
Mobile Phone
Email
Oct 16, 2024
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

Frequently Asked Questions

What is Pinnacle Plan Design known for?

Pinnacle Plan Design was founded in 2001 and operates in the Financial Services industry. You can contact Pinnacle Plan Design's 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 FLast@pinnacle-plan.com. 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 47 employees as of August 2026. These team members are located across 1 continents, including North America.

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

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

Team Manager: S. C.
Manager/Retirement Plan Consultant: M. A. M.
Supervisor: C. A.
Retirement Plan Administrator: A. F.
Consulting Actuary: K. S. E. M.

Looking for contact data? Unlock accurate emails and phone numbers for your ideal prospects with LeadIQ.

Everything for prospecting,
in one platform.

What you can expect from LeadIQ:

B2B data verified in real-time
Sync data to your CRM, & add it to an outreach sequence in one click
Integrations with your tech stack for optimal efficiency
A patented AI cold email generator
Account & contact-level job change tracking

Pinnacle Plan Design Employee Directory

Find Pinnacle Plan Design employees' phone numbers or email addresses

Name search is limited — try advanced search instead