Kevin J. Donovan, CPA, EA, MSPA

Kevin is a shareholder in the CPA firm of BeachFleischman PC, and is Managing Member of the firm’s pension subsidiary, Pinnacle Plan Design, LLC, where 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

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

Service Lines

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

Education

  • Syracuse University, Bachelor of Science in Accounting

Professional Associations and Activities

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

Publications

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

Speaking Engagements

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