Kevin J. Donovan, CPA, EA, FSPA, FCA

Kevin is a Principal of BeachFleischman and is Managing Member of the firm’s pension subsidiary, Pinnacle Plan Design. He specializes in designing retirement plans to maximize the benefits for business owners and principals. Kevin is a leading actuary in the pension field, specifically in the area of cash balance plan design and administration.

Areas of Specialty

  • 401(k) Plans
  • Cash Balance Defined Benefit Plans
  • “Combo” Plans
  • Money Purchase Plans
  • Profit Sharing Plans
  • Traditional Defined Benefit Plans

Service Lines

  • Actuarial Consulting for Defined Benefit Plans
  • Employer Sponsored Qualified Retirement Plan Design and Consulting
  • Plan Document Preparation and Maintenance
  • Retirement Plan Administration and Plan Compliance

Education

  • Syracuse University, Bachelor of Science in Accounting

Professional Associations and Activities

  • American Institute of Certified Public Accountants
  • American Society of Pension Professionals and Actuaries
  • Arizona Society of Certified Public Accountants
  • College of Pension Actuaries
  • National Institute of Pension Administrators
  • Tucson ERISA Study Group

Awards

  • 2019 ACOPA Edward E. Burrows Distinguished Achievement Award
  • 2015 ASPPA Educator’s Award

Publications

  • AICPA publication, Adviser’s Guide to Retirement Plans for Small Businesses.
  • Journal of Pension Benefits
  • Journal of Taxation of Employee Benefits
  • Published in a number of industry publications including:
  • The ASPPA Journal
  • The Benefit Law Journal

Speaking Engagements

  • Click here to see a listing of Kevin’s upcoming speaking engagements.