Kevin Joseph Donovan FCA EA FSPA

Pinnacle Plan Design, LLC

Contact Information
Pinnacle Plan Design, LLC
4741 E Camino La Brinca
Tucson, AZ 85718
United States
Phone: 5202601971
Fax: 520-618-1306
Email: kdonovan@pinnacle-plan.com
CCA Member Since 2013
Enrolled Actuaries Conference Program Committee
ASB/ABCD List
Enrolled Actuaries Conference Program Committee
Joint Program Committee for the Enrolled Actuaries Meeting

Plan Terminations for Small Plans 2022 CCA Annual Meeting (October 19, 2022)

Cash Balance Design for Small Plans 2022 Enrolled Actuaries Conference (May 04, 2022)

Post Year End Adoption 2022 Enrolled Actuaries Conference (May 02, 2022)

Interplay Between IRC 404 and 430 2021 Enrolled Actuaries Conference (May 05, 2021)

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)

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)