Pinnacle Plan Design

Kevin Donovan honors Andrew Forgrave's achievements in the actuarial field as Andrew is named a Fellow of the Society of Enrolled Actuaries, the highest achievement within ASEA: https://lnkd.in/gV7KHtkj

Attending the ASPPA Annual Conference is always a highlight, and this year was no exception! From reconnecting with industry peers to engaging in insightful discussions, it’s events like these that remind us of the power of community and collaboration in the retirement field. One of the more meaningful moments was the return of my GOAT medal at the Ethics session—such a fun recognition and a reminder of how far we've come together as a community! Helping members get connected to volunteering within ARA and ASPPA is something I have always been passionate about. But what truly stood out this year was the example set by ASPPA’s current president, Amanda Iverson, CPA, MBA, PHR, SHRM-CP, APM, Pinnacle Plan Design's CEO, my boss, my business partner and most importantly, my friend. Her unwavering commitment, vision, and approachability demonstrate what true leadership looks like in today’s dynamic environment. She has set the bar high, inspiring us all to strive for a better, more secure future for retirement plan participants and for us all to get involved and make a difference. Thank you to everyone who made this year’s conference a memorable and impactful experience. Looking forward to applying all that we’ve learned and keeping the momentum going! I know you all are saving the date for next year in San Diego! American Society of Pension Professionals and Actuaries #ASPPA #ARA #PinnaclePlanDesign #PPD #GetToWiRC #ASEA #401k

The Ask the Experts panel at #ASPPAAnnual never disappoints, and this year is no exception! Pinnacle’s own Lynn Young is contributing her valuable thoughts as the Actuary representative on the esteemed panel. American Society of Pension Professionals and Actuaries

He’s a jolly good Fellow! Drew Forgrave has been named a Fellow of the Society of Enrolled Actuaries (FSEA). What an accomplishment, Drew! #actuary #cashbalance

We all know that automatic enrollment for startup 401(k) plans is the law of the land nowadays. Dive deeper into the auto-enroll rules laid out by SECURE 2.0 and become a subject matter expert before 2025 rolls around! ??? | https://lnkd.in/ggGbpU-2

?? Attention Retirement Plan Sponsors & Providers! ?? Year-end is just around the corner—are your 401(k) and 403(b) plans ready? ? Don't miss important deadlines like Safe Harbor and QDIA notices, due by December 1st! Let’s make sure your plans are in top shape—reach out if you need a hand! ?? #RetirementPlanning #401k #PlanSponsors https://lnkd.in/gvw-6RU3

"The only constant is change" ???? Stay informed on the latest updates to the fiduciary rule and what it means for your advisory practice. #FiduciaryRule #FinancialAdvisors | https://lnkd.in/gb9Jb2X6

?? Mastering Notice Requirements is key to compliance in employer-sponsored retirement plans. Stay ahead with our guide on effective communication strategies to ensure every participant is informed and engaged. ???? #RetirementPlans #Compliance #HRBestPractices #401k https://lnkd.in/ggrv9Q9D

It's that time of year again - cash balance plan funding season! Remember, when it comes to funding your cash balance defined benefit plan: Cash Only! https://lnkd.in/gGFyvgvT

It's that time of year again - cash balance plan funding season! Remember, when it comes to funding your cash balance defined benefit plan: Cash Only! https://lnkd.in/gGFyvgvT