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Pinnacle Highlights

HISTORY

• Incorporated in 1984

• Focused Solely on Multiple Employer Plans Since 1994

• One of the 1st TPAs to Administer a PEO Multiple Employer Plan

 

PEO MEP SPECIFIC EXPERIENCE

• Over 3,300 MEP Contracts

• Over $900 million in MEP Assets Currently Administered

• National Footprint Operating in 46 States -

• Over 50 Employees – Pinnacle is one of the Largest TPAs in the Industry

 

EXCELLENCE

• 100% Compliance – Never Failed an Audit!

• 1st TPA to Receive CEFEX Certification ( click here to learn more about CEFEX )

• Won “Best PEO Retirement Plan Provider” by the ProEmp Journal’s 1st Annual vendor award

 

INDUSTRY SUPPORT

• NAPEO member since 1995

• Medallion member since 1999

• Sponsor of NAPEO Board meetings

• Serve on the Associate Board

• Speaker at NAPEO conferences

 

NO CONFLICTS OF INTEREST

• We only do administration, therefore we can work with any independant Investment Company

• We are not both the TPA and the Investment company-so we can objectivly maintain your plans integrity of data

• We partner with Best in Breed investment companies to enhance your plan

• We work with your current team: ie advisor, investment company, attorney so you will not need to disenfranchise anyone

 

ADDITIONAL INDUSTRY NICHE

• Specific process and procedure built over 15 years ago specifically around the PEO to enhance the plan administration

• Experts in new acquisition merging (PEO buying another PEO)

• Developed ASO compliance model

• Ability to have onsite personal to assist your PEO