Welcome to Pinnacle Financial Services
CFDD Attendees use code CFDD
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 multiple employer plan design options for Professional Employer Organizations (PEO), 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.
Multiple Employer 401(K) plans are the platinum standard in fiduciary protection and administrative compliance. PFS provides administration and consulting for Sponsors of MEPs… read more
We partner with professionals in the financial services sector to provide creative solutions for their clients… read more
If you currently sponsor a 401(k) plan through Pinnacle Financial Services and need access to file up loads or service documents click here to be directed to the secure section… read more
If you are a participant in one of our plans you will find access to forms, account links and client services here. You can also call 561-547-4200 and ask for client services if you need additional help.
