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Creating ongoing successful retirement plan experiences for plan employers is what we do at The Pinnacle Group and we do it with The Pinnacle Retirement Plan Solution. The Pinnacle Retirement Plan Solution is a suite of services thoughtfully designed to minimize your fiduciary risk, enhance the investment opportunities, and improve the overall plan experience. 

We believe ...

  • Plan employers should expect a relationship with their Retirement Plan Consultant to be one built with integrity and honesty
  • The purpose of The Pinnacle Retirement Plan Solution is to guide you through the various decisions you will need to make as a sponsor, trustee or fiduciary
  • An independent advisory relationship allows us to be your advocate in selecting the appropriate retirement plan model, platform, record keeper, third party administrator, and investment line-up

Our Retirement Plan Consultants have spent years honing their skills in this area as demonstrated by attaining the Certified Financial Planner (CFP) designation as well as the Accredited Investment Fiduciary designation (AIF). In addition our Retirement Plan Consultants have acquired not only Bachelor’s Degrees, but also Masters of Business Administration (MBA). At The Pinnacle Group, we take education seriously and believe ...

  • We have a responsibility to continually educate you about the regulations guiding the retirement plan marketplace
  • We have a responsibility to continually educate your employees about the features and benefits of the sponsored retirement plan
  • We believe we have a responsibility to share our pool of talent with you as we guide your actions in all aspects of the retirement plan experience

At The Pinnacle Group, we’re all about retirement.