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Pinnacle Financial Services:
Benefit Insights Newsletter





Latest Issue: April 2008
Top Heavy Rules May Impact Plan Design


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March 2008
Understanding 401(k) ADP and ACP Testing
...more


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December 2007
Default Investment Rules Facilitate Auto Enrollment
...more


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October 2007
Compensation:
  Definitions and Applications ...more

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April 2007
The Prudent 401(k) Fiduciary ...more










Pinnacle Financial Services:
Published Articles from PFS, Inc.

Recipient of the 1999 Vendi Award!
Pinnacle Financial Services
is a proud recipient of the 1999 Vendi Award for Retirement Plan Services Excellence in the PEO Industry.




"PEO 401(k) Expense Spectrum Raises Concerns"
Your 401(k) plan can be the pinnacle point of a "Marketing Wedge" to penetrate both vertically and horizontally into your selected client markets.

              [From PEO Insider, July 2007]

 

"Client Customization of Your 401(k) Plan"
Your 401(k) plan can be the pinnacle point of a "Marketing Wedge" to penetrate both vertically and horizontally into your selected client markets.

              [From PEO Insider, January 1999]

 

"Nonqualified Deferred Plan + 401(k) = One-Two Punch"
Executive benefits are hot issues in today's professional employer marketplace - if they are not part of your current marketing, they certainly should be.

               [From ProEmp Journal, June 1998]

 

"Strengthening your 401(k)"
Some obstacles to avoid when establishing an effective plan for your PEO.

              [From ProEmp Journal, January 1997]

 

"Make Your 401(k) Plan Operate Like A Dream"
Do you consider your PEO 401(k) plan to be an investment company decision? A PEO 401(k) plan has four dimension, when all four are considered and managed well, the PEO 401(k) plan becomes a silver bullet in your marketing arsenal.

               [From ProEmp Journal, February 1997]

 

"401(k) Plans: A Powerful Magnet For New Business"
Your 401(k) plan can offer excellent support to your campaign for attracting new clients.

                [From ProEmp Journal, June 1997]

 

"Getting Clients And Employees To Support Your 401(k)"
Your PEO has two paramount marketing objectives: acquisition of new clients and retention of current clients. Your PEO 401(k) plan can be instrumental in providing you with support in achieving both of these goals. 

               [From PEO Insider, October 1997]

 

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