Pinnacle Plan Design

A leader in the design & administration of qualified retirement plans. Tweets by Robbie Petrillo and Amanda Iverson.

[Pinnacle Plan Design @PinnaclePlan]

Pinnacle is exhibiting at NAFE Amplified 2.0, an expanded virtual experience. We hope to “see” you there! https://t.co/OyQMxBFX7r

[Pinnacle Plan Design @PinnaclePlan]

We've hired two additional pension actuaries! Welcome to the team, Lisa and Kevin! View the press release: https://t.co/WfUCnfgXBj

[Pinnacle Plan Design @PinnaclePlan]

The CARES Act is a massive relief bill for those suffering as a result of the Coronavirus Pandemic. It includes many provisions to help participants and employer sponsors of retirement plans. https://t.co/OthCINyr1C

[Pinnacle Plan Design @PinnaclePlan]

Pinnacle Plan Design celebrated Pinnacle Team Week by partnering with @unitedwayaz for a Community Impact Day. We love helping our community! #LiveUnited #GiveTogether

[Pinnacle Plan Design @PinnaclePlan]

Congratulations to Amanda Iverson for being selected as one of Tucson’s 40 Under 40 winners! Amanda was selected for her professional career accomplishments as well as her involvement in the community. #40under40Tucson
@THispanicChmbr @TucsonStar

[Pinnacle Plan Design @PinnaclePlan]

Congratulations to partner and chief operating officer of Pinnacle Plan Design, Amanda Iverson, for being selected as one of Tucson’s 40 Under 40 winners!

[Pinnacle Plan Design @PinnaclePlan]

Congratulations to Kevin Donovan of Pinnacle Plan Design, the recipient of the #ACOPA 2019 Edward E. Burrows Distinguished Achievement Award! #actuariesinaction #ASPPA #cashbalance

[Pinnacle Plan Design @PinnaclePlan]

The 2019 NIPA Annual Forum & Expo was a blast! Thanks to all who came by the booth to putt with us and chat Defined Benefit plans! #retirement #401k #pension

[Pinnacle Plan Design @PinnaclePlan]

We took a quick break from busy season today to Pause and Putt! Congratulations to Lori Johnson for sinking the putt and winning the Amazon gift card! Video of the winning putt: https://t.co/DeUhbZZrhc #401k #retirement

[Pinnacle Plan Design @PinnaclePlan]

The 401(k) Turns 40! Though extremely popular today, 401(k) plans came about almost by accident... #401k #pension https://t.co/LH52y2Tcyy

[Pinnacle Plan Design @PinnaclePlan]

The foundation of a strategic business plan involves leveraging these vital elements: employees, clients, and financial profits. Read Amanda Iverson's article in the Journal of Pension Benefits for more! https://t.co/4fBH2XcIja

[Pinnacle Plan Design @PinnaclePlan]

What an awesome panel! Here's a glimpse into last week's Ask the Experts panel at @ASPPA's LA Advanced Pension and 401(k) Conference, featuring Lynn Young and moderated by Kevin Donovan of Pinnacle Plan Design. #pension #401k #actuary

[CEFEX @CEFEX1]

Note from @PinnaclePlan
"Can’t thank you enough for all of the hand holding and great promotional materials on the portal. That was a smooth roll-out! And we will continue to promote this great honor. We’ve already gotten tons of great feedback from our network." #fiduciary

[Pinnacle Plan Design @PinnaclePlan]

Pinnacle Plan Design is excited to announce our @CEFEX certification – upholding our commitment to adhere to a standard of excellence and a dedication to Administration best practices. #fiduciary #administrator #tucson #phoenix #401k https://t.co/sPvCBhLc4o

[Pinnacle Plan Design @PinnaclePlan]

Wishing you a Happy Halloween, from Stephanie (Black Panther), Amanda (Captain America) and the entire Pinnacle Plan Design Team!

[Pinnacle Plan Design @PinnaclePlan]

Congratulations to Amanda Iverson for being recognized by Poets & Quants for earning her MBA and being one of the Best and Brightest! https://t.co/xfgTGlEF0Z

[Pinnacle Plan Design @PinnaclePlan]

Amanda had a great time co-presenting on building relationships through outside organizations! #WomeninRetirement #WIRC #ASPPA #ARA

[Pinnacle Plan Design @PinnaclePlan]

Amanda had a great time presenting with Jeanne Fisher about building relationships through outside organizations #WomeninRetirement #WiRC #ASPPA #ARA

[Pinnacle Plan Design @PinnaclePlan]

Learning about branding at the Women In Retirement Conference #WRIC #WomenInRetirement #ASPPA #ARA

[Pinnacle Plan Design @PinnaclePlan]

Thank you to all of the awesome TPAs that hung out with us at the NIPA NAFE conference in Vegas this week! #NAFE2018 #actuary