About Us

Established in 1984, Pinnacle Financial Services (Pinnacle) is committed to providing the highest quality in retirement plan administration. Recognizing each client’s unique needs, we support your success by providing administrative, recordkeeping 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 and expertise you can count on. Our pension administrators have completed pension certification courses offered by the American Society of Pension Professionals & Actuaries (ASPPA) and supplement that training with our ongoing in-house continuing education programs.

For over 30 years

Pinnacle has specialized in serving the retirement plan needs of Professional Employer Organizations (PEO) with options for Multiple Employer Plans (MEPs), Administrative Service Organizations (ASO), and Payroll Companies and Associations for more than 30 years. With interim ADP/ACP and Top Heavy testing, contribution verification, and reconciled distributions, we provide full-scale administration throughout the year that minimizes your fiduciary risk, identifies and corrects potential problems before they become headaches, and increases your satisfaction.

Learn more about how we work with you.