Pinnacle Plan Design
Michael Leiterman, CPA, is a seasoned professional with extensive experience in trust accounting and financial services. Since February 2009, Michael has served as a Trust Accountant at Pinnacle Plan Design, LLC. Prior to this role, Michael worked at Northwestern Mutual from June 2001 to June 2006 as a Team Lead in the Computer Testing Lab. Michael holds a Bachelor of Business Administration (B.B.A.) in Finance from the University of Wisconsin Oshkosh, earned between 1980 and 1985.
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Pinnacle Plan Design
Third Party Administration (TPA) Firm Specializing in the Design & Administration of Qualified Retirement Plans Dedicated exclusively to helping closely-held businesses, Pinnacle Plan Design is a nationally recognized leader in the design and administration of qualified retirement plans. Our team of actuaries and credentialed retirement plan experts are uniquely qualified to help you successfully navigate complex federal regulations and obtain maximum benefits for you and your stakeholders. We offer a multitude of retirement plan options designed to meet your specific business needs. Our plan design specialists take into consideration many factors, including but not limited to, your workforce demographics, tax objectives, owner retirement goals and plan flexibility to ensure you are making informed and advantageous retirement plan decisions. Whether you are interested in a 401(k) plan, profit sharing plan, money purchase plan, cash balance, or traditional defined benefit plan, our team of experts is here to personally assist and guide you through the process from retirement plan design to administration. www.thirdpartyadministrator.net