Kevin Joseph Donovan FCA EA FSPA

Pinnacle Plan Design, LLC

Contact Information

Pinnacle Plan Design, LLC
1985 E. River Road
Suite 111
Tucson, AZ 85718
US
Phone
520-618-1305
Fax
520-618-1306
Email
kdonovan@pinnacle-plan.com

CCA Member Since 2013

Continuing Education for Enrolled Actuaries Task Force
Joint Program Committee for the Enrolled Actuaries Meeting

ASB/ABCD List

Compensation for Self Employed 2019 Enrolled Actuaries Meeting (April 09, 2019)

Section 199A Tax Reform 2019 Enrolled Actuaries Meeting (April 08, 2019)

Cash Balance Plans for Small Employers and Professional Groups 2018 Enrolled Actuaries Meeting (April 10, 2018)

DC Plans Issues When Combined With DB Plans for Testing 2018 Enrolled Actuaries Meeting (April 09, 2018)

Small Plan Design and Combo Testing 2017 Enrolled Actuaries Meeting (April 04, 2017)

Cash Balance Update for Small Plans and Professional Employers 2017 Enrolled Actuaries Meeting (April 04, 2017)

Small Plan Tax Issues: Dealing with the CPA 2017 Enrolled Actuaries Meeting (April 03, 2017)

Deduction Limits for DB Plans and Combined Plans 2016 Enrolled Actuaries Meeting (April 12, 2016)

Small Plan Funding Update 2016 Enrolled Actuaries Meeting (April 12, 2016)

Cash Balances - Small Plan Design and Operation 2016 Enrolled Actuaries Meeting (April 11, 2016)

Cash Balance/401(k) Plan Combinations for Professional Service Organizations 2015 CCA Annual Meeting (October 28, 2015)

Impact of Hybrid Regulations on Small Plans and Plans Covering Self-employed Individuals and P 2015 Enrolled Actuaries Meeting (April 15, 2015)

Small Plans: DB Plans With Surplus Assets 2015 Enrolled Actuaries Meeting (April 14, 2015)

Cash Balance Issues for Small Plan Actuaries 2014 CCA Annual Meeting (October 20, 2014)

Cash Balance - Small Plan 2014 Enrolled Actuaries Meeting (March 25, 2014)

Year End Valuations 2014 Enrolled Actuaries Meeting (March 24, 2014)

Small Business Accounting, Relationship and Marketing Issues for Actuaries and Qualified Plan Consul 2013 CCA Annual Meeting (October 23, 2013)

Year End Valuations 2013 Enrolled Actuaries Meeting (April 08, 2013)

Cash Balance - Small Plans 2013 Enrolled Actuaries Meeting (April 08, 2013)

Small Plan Funding Issues 2012 Enrolled Actuaries Meeting (March 27, 2012)

Small Plan Design - Technical Issues 2012 Enrolled Actuaries Meeting (March 26, 2012)

Small Plan Design and Technical Issues 2011 Enrolled Actuaries Meeting (March 29, 2011)

Small Plan Design and Technical Issues 2010 Enrolled Actuaries Meeting (April 13, 2010)

Small Plan PPA Issues 2010 Enrolled Actuaries Meeting (April 12, 2010)

Small Plan PPA Issues 2009 Enrolled Actuaries Meeting (March 30, 2009)

Small Plan PPA Issues 2008 Enrolled Actuaries Meeting (April 08, 2008)

Disclaimer

The Conference of Consulting Actuaries (CCA) serves only as a clearinghouse for providing a list of its members and their specific areas of practice. The information appearing with each members name regarding their practice areas was furnished by the member and has not been independently verified in any way by the CCA. Neither the CCA nor its officers, members, or staff make any warranties or representations as to the professional competency of these individuals. Each person who is considering the use of the services of an actuary listed is advised to make an independent judgment regarding their choice of persons whose services they wish to utilize.