What is Pinnacle Plan Design?
Pinnacle Plan Design is a specialized provider of retirement plan design, administration, and actuarial consulting services for employer-sponsored qualified retirement plans. The company offers a comprehensive suite of services, including the management of defined benefit and contribution plans, preparation of plan documents, ensuring compliance, and providing expert actuarial consulting. Serving a national client base, Pinnacle Plan Design focuses on delivering tailored retirement solutions that precisely match the unique goals and workforce demographics of each company. Their approach emphasizes collaborative partnerships and individualized attention to guarantee client success in navigating the complexities of retirement plan management.
How much funding has Pinnacle Plan Design raised?
Pinnacle Plan Design has raised a total of $350K across 1 funding round:
Debt
$350K
Debt (2020): $350K with participation from PPP
Key Investors in Pinnacle Plan Design
PPP
Public-Private Partnership
What's next for Pinnacle Plan Design?
The substantial late-stage funding signifies a pivotal moment for Pinnacle Plan Design, positioning it for accelerated growth and market penetration. This strategic capital infusion is expected to fuel advancements in their service offerings, potentially expanding their technological capabilities and geographic reach. The company is poised to further solidify its standing as a leader in retirement plan solutions, leveraging this investment to enhance client support and explore new avenues for innovation within the evolving landscape of employee benefits and financial planning.
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