Pinnacle Plan Design expands into Phoenix

PHOENIX, Sept. 4, 2013 /PRNewswire/ -- Pinnacle Plan Design LLC, a national provider of qualified retirement plan design and administration services, announces it has expanded operations into Phoenix and has opened an office at 20830 N. Tatum Boulevard.  The new office positions Pinnacle to better serve its growing client base throughout Arizona. The firm has also hired Lynn M. Young, MSPA, MAAA, EA, to head up the Phoenix practice. Young is an Enrolled Actuary and has over 25 years of experience in the consulting and administration of qualified defined benefit, cash balance, and defined contribution plans. Young will be based in the N. Tatum Boulevard office and will be responsible for client service and practice growth.  Pinnacle Plan Design is based in Tucson and currently employs 18 professionals serving clients throughout the United States.

Lynn Young  is a professional member of the American Society of Pension Professionals and Actuaries (ASPPA) and serves on numerous committees, including their Board of Directors. She is also executive vice president of the ASPPA College of Pension Actuaries (ACOPA), an affiliate group of ASPPA. She earned a B.S. in Mathematics from DePaul University.

"Lynn has an outstanding reputation as an actuary and her leadership on the national level will provide tremendous value to our clients," said Kevin Donovan, CPA, EA, MSPA, managing member of Pinnacle Plan Design.

"Lynn's standard of excellence aligns well with Pinnacle Plan Design, thus ensuring our clients continue to receive the high level of attention we aim to provide," said T.J. Orr, ERPA, QPA, QKA, principal of Pinnacle Plan Design.

"Pinnacle Plan Design's client service philosophy has collaboration at its core," said Lynn Young.  "I'm a big believer that this approach is critical to helping our clients achieve their retirement plan goals."

About Pinnacle Plan Design, LLC
Pinnacle Plan Design is a national provider of qualified retirement plan design, implementation and administration services focused exclusively on closely-held businesses. The firm offers traditional defined benefit, cash balance, 401(k), and profit sharing plans. Pinnacle's leadership and professional staff have earned numerous industry certifications and designations including: Enrolled Actuaries (EAs), Certified Public Accountants (CPAs), Enrolled Retirement Plan Agents (ERPAs), Qualified Pension Administrators (QPAs), and Qualified 401(k) Administrators (QKAs). Pinnacle Plan Design has offices in Tucson (Headquarters) and Phoenix, Arizona. For more information, visit www.pinnacle-plan.com

Contact:
Eric Majchrzak
Chief Marketing Officer
Pinnacle Plan Design, LLC
[email protected]
520-618-7935

SOURCE Pinnacle Plan Design LLC