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Pinnacle Plan Design Jobs (NOW HIRING)

Pinnacle Plan

Trust Accountant

Tucson, AZ · On-site

Pinnacle Plan Design is growing! We are seeking a motivated Trust Accountant to join our team in our Tucson, Arizona office! This position is responsible for preparing and reviewing account ...

Pinnacle Plan

Installation Coordinator

Tucson, AZ · Remote

$18.25 - $23/hr

Pinnacle Plan Design is growing. We are seeking a Installation Coordinator to join our team! The Installation Coordinator is responsible for managing all aspects of onboarding new retirement plans ...

Pinnacle Plan

Installation Coordinator

Tucson, AZ · On-site

$18.50 - $23.50/hr

Pinnacle Plan Design is growing. We are seeking a Installation Coordinator to join our team! The Installation Coordinator is responsible for managing all aspects of onboarding new retirement plans ...

Pinnacle Home Care

Occupational Therapist FT

Fort Myers, FL · On-site

$37.50 - $49.50/hr

Pinnacle Home Care, Florida's largest Medicare-certified home health provider, has been delivering ... Design a treatment program with goals for improved function and communicate the plan to the ...

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Pinnacle Plan Design information

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$42K

$114.5K

$201.5K

How much do pinnacle plan design jobs pay per year?

As of Jun 9, 2026, the average yearly pay for pinnacle plan design in the United States is $114,491.00, according to ZipRecruiter salary data. Most workers in this role earn between $83,500.00 and $144,000.00 per year, depending on experience, location, and employer.

What is Pinnacle Plan Design and what services do they provide?

Pinnacle Plan Design is a consulting firm that specializes in the design, administration, and compliance of employer-sponsored retirement plans, such as 401(k), 403(b), and defined benefit pension plans. They help businesses create customized retirement solutions to meet their financial goals and ensure regulatory compliance. Their services include plan design consulting, annual administration, actuarial services, and assistance with IRS and Department of Labor requirements.

What is the difference between Pinnacle Plan Design vs Employee Benefits Consultant?

AspectPinnacle Plan DesignEmployee Benefits Consultant
CredentialsCertifications in retirement plan design, ERISA knowledgeCertifications in benefits consulting, HR or benefits management
Work EnvironmentFinancial advisory firms, retirement plan providersConsulting firms, HR departments, benefits brokerage
Industry UsageRetirement plan design and complianceEmployee benefits strategy and management

While both roles involve employee benefits, Pinnacle Plan Design specializes in creating and optimizing retirement plans, focusing on compliance and plan structure. Employee Benefits Consultants provide broader benefits advice, including health, dental, and other perks. Understanding these differences helps employers choose the right professional for their benefits needs.

What are some typical challenges faced by professionals at Pinnacle Plan Design, and how can new hires best prepare for them?

Professionals at Pinnacle Plan Design often work with complex retirement plan regulations and client-specific customization, which can present challenges in balancing accuracy and efficiency. New hires may find it demanding to quickly master regulatory updates and the nuances of various plan designs. To succeed, it's helpful to proactively seek guidance from experienced team members, utilize internal training resources, and stay organized when managing multiple client accounts. Strong communication and attention to detail are key to thriving in this collaborative, detail-oriented environment.

What are the key skills and qualifications needed to thrive as a Retirement Plan Administrator at Pinnacle Plan Design, and why are they important?

To thrive as a Retirement Plan Administrator, you need a solid understanding of retirement plan regulations, compliance, and plan design, typically supported by a degree in finance or a related field. Familiarity with industry software such as ASC, Relius, or Datair, and certifications like QKA or QPA from ASPPA, are highly desirable. Exceptional attention to detail, strong analytical skills, and effective client communication set top professionals apart. These skills ensure accurate plan administration, regulatory compliance, and high-quality client service in a complex and detail-oriented field.
Infographic showing various Pinnacle Plan Design job openings in the United States as of June 2026, with employment types broken down into 1% As Needed, 98% Full Time, and 1% Contract. Highlights an 86% Physical, 4% Hybrid, and 10% Remote job distribution, with an average salary of $114,491 per year, or $55 per hour.

Trust Accountant

Pinnacle Plan

Tucson, AZ • On-site

Full-time

Posted 27 days ago

Job description

Pinnacle Plan Design is growing! We are seeking a motivated Trust Accountant to join our team in our Tucson, Arizona office!
This position is responsible for preparing and reviewing account reconciliations, income statements and balance sheets for qualified retirement plans. This position is also responsible for evaluating workflow processes and implementing enhancements to increase accuracy and profitability.
Essential Duties and Responsibilities
  • Prepare account reconciliations, income statements, and balance sheets for qualified retirement plans.
  • In connection with the reconciliation, reconcile and research deposits, identification of retirement plan distribution activity and preparation of Forms 1099-R and 945.
  • Prepare loan amortization schedules
  • Publish and file Forms 5500 and 8955 on a timely basis
  • File annual PBGC Comprehensive Premium Fillings

Knowledge, Skills and Abilities
  • Demonstrates understanding and practical application of basic accounting principles.
  • Intermediate computer skills including Microsoft Office products; Intermediate or above proficiency in excel is preferred.
  • Experience with ASC Valuation System a plus.
  • Detail oriented and ability to sort through information, assess priorities and analyze situations and attend to detail to ensure quality.
  • Ability and willingness to collaborate with various departments to complete tasks.
  • Demonstrated ability to multi-task, meet deadlines, and work in a fast-paced environment to create high-quality products and solutions.
  • Interest in learning about qualified, company-sponsored retirement plans.
  • Ability to analyze workflow procedures to identify sources of improvements for purposes of checks and balances, accuracy of data, reduction of redundancy and ease of reporting.

Education and Experience Requirement
  • Associate's and/or Bachelor's degree in math or accounting preferred.
  • Previous experience in a financial or accounting-related field is a plus/preferred.

Physical Requirement and Work Environment
  • Usual office working conditions and willingness to work in open office environment

Schedule
Standard Office Work Hours 8:00 AM - 5:00 PM, Monday - Friday, some overtime may be required

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