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Welcome to Pinnacle Financial Services

 

Pinnacle Financial Services recognizes each client’s unique needs. Established in 1984, Pinnacle is committed to providing the highest quality in retirement plan record keeping. Focusing on your needs, we support your success by providing administrative, record keeping and consulting services necessary to enhance the benefits provided to your clients, employees and members.

Pinnacle’s service philosophy is founded on the ability of our staff. With more than 100 years of combined experience, our senior administrative staff has the knowledge that you need. Our pension administrators demonstrate their core competency in 401(k) plan record keeping by completing certification courses with the American Society of Pension Professionals & Actuaries (ASPPA) and ongoing in-house continuing education programs.

We specialize in Professional Employer Organizations (PEO) with options for multiple employer plan design, Administrative Service Organizations (ASO), Payroll Companies and Associations. With interim ADP/ACP and Top Heavy testing, contribution verification, and reconciled distributions, we provide full-scale administration throughout the year that increases your satisfaction.