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Pinnacle Plan Design expands strategic relationships with advisors serving the retirement plan industry

Beth A. Cooper, CRPS, joins firm as strategic development consultant

TUCSON, Ariz., Dec. 13, 2013 /PRNewswire/ -- Pinnacle Plan Design LLC, a national provider of qualified retirement plan design, administration and actuarial consulting services, announces that Beth A. Cooper, CRPS, has been hired as the firm's strategic development consultant. She will be responsible for business development and expanding relationships with advisors serving the retirement plan industry. Cooper will be based in Colorado and will work to uncover opportunities to provide Pinnacle's qualified retirement plan design and administration services throughout the Southwest and nationally. Additionally, she will be part of Pinnacle's team that offers continuing professional education (CPE) and other industry education to financial advisors, wholesalers, CPAs, attorneys and third-party administrators.  Prior to joining Pinnacle Plan Design, Cooper was a financial advisor for a major financial management and advisory firm. She has her Chartered Retirement Plans Specialist (CRPS) designation and has 7 years of experience in the retirement benefits industry.  

Cooper is active in supporting nonprofits and philanthropy.  She is a trustee for the Women's Foundation of Southern Arizona and lends her knowledge of charitable giving as an advisory member of the University of Arizona Foundation's Planned Giving Office.  She served as past president of Planned Giving Roundtable of Southern Arizona, and was vice president for the Arizona Theatre Company for which she has also chaired their annual fundraising gala for the past three years.  Additionally, she volunteers with Children's Museum Tucson and Greater Tucson Leadership.

"Beth has an outstanding reputation and knowledge base of the issues impacting our industry," said Kevin Donovan, CPA, EA, MSPA, managing member of Pinnacle Plan Design. "She will provide tremendous value to our clients and strategic partners, who she will work with to provide education on retirement plan options in the defined contribution and defined benefit areas."

"Beth has tremendous skills as a collaborator," said T.J. Orr, ERPA, QPA, QKA, principal of Pinnacle Plan Design. "Pinnacle Plan Design's client service philosophy has collaboration at its core, which makes Beth the perfect fit."

"I bring a unique perspective and understanding of the needs of professional advisors and the tools they can provide clients," said Beth A. Cooper, CRPS. "I'm looking forward to working with advisors and building relationships that help their clients achieve their goals."

Pinnacle Plan Design has offices in Tucson, Phoenix, and Houston and currently employs 20 professionals serving clients throughout the United States.

About Pinnacle Plan Design, LLC
Pinnacle Plan Design is a national provider of qualified retirement plan design, administration and actuarial consulting services focused exclusively on closely-held businesses. The firm offers traditional defined benefitcash balance401(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), Chartered Retirement Plans Specialists (CRPS), Qualified Pension Administrators (QPAs), and Qualified 401(k) Administrators (QKAs). Pinnacle Plan Design has offices in Tucson (Headquarters) and Phoenix, Arizona, as well as Houston, TX. For more information, visit www.pinnacle-plan.com.

Contact:
Eric Majchrzak
Chief Marketing Officer
Pinnacle Plan Design, LLC
emajchrzak@pinnacle-plan.com
520-618-7935

SOURCE Pinnacle Plan Design LLC

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