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Pinnacle
  • About Us
  • Plan Sponsors
    • New Plan Set Up
  • Client Services
    • Participant Loans
    • Participant Distributions
  • Payroll Process
  • Reconciliation & Compliance
    • Annual Reconciliation
    • Compliance Testing
  • Resource Center
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CS & E

by Paul Fennell | Aug 7, 2018

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    Corporate Office

    220 Congress Park Drive, Suite 210
    Delray Beach, FL 33445
    Office: 561-547-4200
    [email protected]

    • About Us
    • Plan Sponsors
    • New Plan Set Up
    • Contact Us
    • Client Services
    • Participant Loans
    • Participant Distributions
    • Partner Login
    • Payroll Process
    • Reconciliation & Compliance
    • Annual Reconciliation
    • Compliance Testing
    About Northeast Professional Planning Group, Inc.

    NPPG and its affiliate companies offer full-service employee benefit consulting, retirement planning, actuarial consulting and ERISA fiduciary services. NPPG handles more than $5 billion in assets and more than 4,000 plans for clients nationwide. A full suite of compliance services include Affordable Care Act (ACA), ERISA 3(16) administrative fiduciary services, retirement plan third party administration including Multiple Employer Plans (MEP's), as well as overall regulatory consulting and plan correction. NPPG customizes solutions to meet business and financial goals of their clients. NPPG clientele is made up of members of the New York stock exchange and NASDAQ, non-profit organizations, Fortune 500 companies, government agencies, as well as small entrepreneurial businesses. For further information, contact Northeast Professional Planning Group, Inc. corporate office in Red Bank, NJ at (732) 758-1577. NPPG has additional locations in New York, Florida and Michigan.


    © Copyright 2019 Pinnacle Financial | Website Design by GSM Marketing

    Plan Administrator & Named Fiduciary

    (561) 425-9863

    MAIN CONTACT

    Donal Ford
    [email protected]

    • Acquisition and merger
    • Closing (termination)
    • Plan provision assistance
    • DOL VCP assistance
    • Forfeiture account
    • Hardship withdrawal assistance
    • Operational compliance

     

     

    Investment Advisors

    (888) 792-7650
    (713) 296-8066

    • Employee education
    • Enrollment meetings
    • Plan design/review
    • Other:
      • Cash balance plans
      • Non qualified deferred compensation
      • Profit sharing
      • Stock option exercise
      • Corporate finance
    Investment Advisors


    Steve Ellsworth
    [email protected]

     


    Robert Brann
    [email protected]

     

    Marcus Fair
    Marcus Fair
    [email protected]

    Registered CSR

    Lynn Rogers
    Lynn Rogers
    [email protected]

     
     

    Plan Platform

    Contract #932232
    Each company has a unique sub-id #

    Website: www.ta-retirement.com

    MAIN CONTACT

    Kim Albers
    (319) 355-2936
    [email protected]

    Website:

    • Forms & reports
    • Plan provisions
    • Participant information

    Pass Services:

    • Distributions
    • Eligibility & enrollment
    • Loans (new)
    • QDROs

     

    Phone: (800) 375-7526
    Fax: (561) 547-4800

    MAIN CONTACT

    Marcia Sinclair
    561-547-4200 Ext. 159
    [email protected]

    • Census/compliance testing
    • Contribution funding
    • Forfeiture Account
    • Match
    • Payroll File Submission
    • Plan Amendments
    • Profit Sharing

    Please select an option:

    Lincoln Alliance
    Lincoln Director