Lisa Fox's Contact Details

Lisa Fox's Company Details

Pinnacle Plan Design

Catalina Foothills, AZ, US • 50 - 99 Employees
Financial Services

Third Party Administration (TPA) Firm Specializing in the Design & Administration of Qualified Retirement PlansDedicated 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