About Pinnacle Plan Design
Pinnacle Plan Design is a Financial Services company based in Tucson (United States). Retirement plan design and actuarial consulting services are provided. It operates on a Professional Services model. Pinnacle Plan Design has completed 1 acquisition, including Block Consulting Actuaries. Pinnacle Plan Design offers products and services including Retirement Plan Design, Actuarial Consulting, and Plan Administration & Compliance. Its focus areas include Retirement Planning and Actuarial Consulting. Its legal entity is Pinnacle Plan Design, LLC. Similar companies include MetLife, Pacific Life and Voya Financial.
Company details
Retirement plan design, administration, and actuarial consulting are offered by Pinnacle Plan Design. Services are tailored to meet specific client goals across various sectors, including employers, financial advisors, and third-party administrators. Solutions encompass defined benefit plans, defined contribution plans, and cash balance plans. Compliance and plan document preparation are also managed to ensure regulatory adherence. Collaboration with clients is emphasized to achieve successful retirement planning outcomes.
- Headquarters Tucson, United States
- SectorsFinancial Services
- Email••••••••
- Phone•••• ••••
- Website pinnacle-plan.com
- Social LinkedIn X Facebook
- Legal Name Pinnacle Plan Design, Llc
- Investments & Acquisitions
Products & Services of Pinnacle Plan Design
Pinnacle Plan Design offers a comprehensive portfolio of products and services, including Retirement Plan Design, Actuarial Consulting, and Plan Administration & Compliance.
Retirement plans are tailored to specific client goals.
Actuarial support is provided for defined benefit plans.
Annual plan administration is managed for compliance needs.
People of Pinnacle Plan Design
7 people are tracked at Pinnacle Plan Design (2 in leadership, 5 in team).
| Name | Role | Group |
|---|---|---|
Amanda Rae Iverson, CPA, MBA, SHRM-CP, PHR, APM | CEO | Leadership |
Robert Petrillo | Director Of Business Development | Leadership |
Carrie Curtis | Adminstrative Support | Team |
Bill Presson | Senior Manager | Team |
Tamara Lewis | Onboarding Specialist | Team |
Lori Johnson | Retirement Plan Administrator | Team |
Cheryl Fischer | Distribution And Document Coodinator | Team |
Complete people profiles for Pinnacle Plan Design
Full employee and board profiles, team structure, tenure and professional contact details require an active premium plan.
- Full employee list
- Team structure
- Board tenure
- Professional contacts
Verified entity values are shown only after access is granted.
Investments & Acquisitions by Pinnacle Plan Design
Pinnacle Plan Design has strategically engaged in corporate development activities, having acquired 1 company. Notable acquisitions include Block Consulting Actuaries.
| Company Name | Description | Domain | Location | Founded | Acquired | Amount |
|---|---|---|---|---|---|---|
Consulting, administrative, and actuarial services for pensions are provided. | bcapension.com | El Segundo, United States | 2000 | Jul 2021 | •••• |
Complete acquisition details for Pinnacle Plan Design
Acquired stakes, deal sources and the complete acquisition history require an active premium plan.
- Acquired stakes
- Deal sources
- Complete history
- Exports
Verified entity values are shown only after access is granted.
Similar companies to Pinnacle Plan Design
Pinnacle Plan Design has 3 listed similar companies in our database. They include MetLife, Pacific Life and Voya Financial.
| Company Name | Domain | Founded | HQ Location | Total funding | Employees | Description |
|---|---|---|---|---|---|---|
| metlife.com | 1868 | New York, United States | 18,167 | Internet-based life, health, auto, home, and pet insurance is offered. | ||
| pacificlife.com | 1868 | Newport Beach, United States | 3,138 | Insurance company | ||
| voya.com | 1999 | New York, United States | 6,839 | Provider of pension fund for the employees based out of the US |
Detailed similar companies of Pinnacle Plan Design
The full competitor set, operating metrics and side-by-side benchmarks require an active premium plan.
- Full competitor set
- Operating metrics
- Benchmarks
- Competitive positioning
Verified entity values are shown only after access is granted.
Web traffic of Pinnacle Plan Design
Websites that share an audience with Pinnacle Plan Design (pinnacle-plan.com).
Websites whose visitors overlap most with Pinnacle Plan Design. Affinity shows how closely the audiences match.
| Website | Domain | Audience affinity | Monthly visits | Global rank | Profile |
|---|---|---|---|---|---|
| nyhart.com | 74% | 7.7K | #2,583,415 | View details |
Top companies in Investment Banks
3 companies that operate in the same segment as Pinnacle Plan Design (Investment Banks) in United States, ranked by their profile score on The Company Check.
| Company | Description | Founded | Location | Total funding | Revenue | Employees |
|---|---|---|---|---|---|---|
Investment banking services are delivered across multiple financial sectors. | 1869 | New York, New York, United States | USD 126.21 B | 46,500 | ||
Comprehensive financial services are provided to corporations and individuals. | 1799 | New York, New York, United States | USD 42.22 M | |||
Wealth management, investment advisory, and financial services are provided. | 1935 | New York, New York, United States | USD 119.72 B | 80,000 |
Unlock complete access to The Company Check
Get unrestricted viewing across everything we track — from companies and brands to investors, funding rounds, acquisitions, financials, and more.
- Unlimited viewing on all profiles Companies, investors, financials, funding, acquisitions & directors
- Full access to every database India & global coverage, advanced filters and rich profile details
- Always-on access from your team account Single premium plan for everything you see on the portal
Related news about Pinnacle Plan Design
Complete news archive for Pinnacle Plan Design
Full article history, source details, and older brand coverage require an active premium plan.
- Full article archive
- Source and publication date
- Older coverage
- Brand-specific news history
Verified entity values are shown only after access is granted.
Frequently Asked Questions about Pinnacle Plan Design
Pinnacle Plan Design is headquartered in Tucson, United States. It is registered at Tucson, Arizona, United States.
Retirement plan design, administration, and actuarial consulting are offered by Pinnacle Plan Design. Services are tailored to meet specific client goals across various sectors, including employers, financial advisors, and third-party administrators. Solutions encompass defined benefit plans, defined contribution plans, and cash balance plans. Compliance and plan document preparation are also managed to ensure regulatory adherence. Collaboration with clients is emphasized to achieve successful retirement planning outcomes.
Pinnacle Plan Design's top competitors include Pacific Life, MetLife and Voya Financial.
Pinnacle Plan Design offers Retirement Plan Design, Actuarial Consulting, and Plan Administration & Compliance.
Pinnacle Plan Design has made 1 acquisition, including Block Consulting Actuaries.
Pinnacle Plan Design operates through Pinnacle Plan Design, Llc.