Kevin is the managing member and founder of Pinnacle Plan Design, LLC, a third-partyadministrator for employer-sponsored qualified retirement plans. Kevin specializes in designing defined benefit retirement plans to maximize the benefits for business owners and principals. In 2015, Kevin received the American Society of Pension Professionals and Actuaries (ASPPA) Educator’s Award in recognition of his contributions to retirement plan education. He is a leading national speaker and published author in the pension field, specifically in the area of cash balance plan design and administration. Kevin earned his Bachelor’s of Science in Accounting from Syracuse University and soon after became a CPA. He is a member of the American Institute of Certified Public Accountants (AICPA) and ASPPA, where he has served on the Board of Directors as well as the Government Affairs Committee (GAC). Kevin, along with two other actuaries at Pinnacle Plan Design, authored the 2017 Defined Benefit Answer Book, published by Wolters Kluwer. He is also a founding member of the ASPPA College of Pension Actuaries (ACOPA) and a former instructor for PP

About Us: At Pinnacle Plan Design, we collaborate with employers and their advisors to design and administer retirement plans that turn tax dollars into retirement benefits.Qualified retirement plans, such as 401(k) plans and defined benefit plans offer business owners and executives the ability to reduce current tax liabilities, help ensure their personal retirement plans stay aligned with firm goals, and provide a benefit to recruit and retain the talent needed to grow their business.