Resource Center

Pinnacle is proud to work with many top-tier, institutional investment and recordkeeping providers. Each Pinnacle-approved relationship provides excellent solutions to each of our clients. We have selected to work with a variety of providers as each provides unique benefits that meet the diverse needs of our clients.

To facilitate a smooth plan transition in partnership with each provider as well as hassle-free ongoing operations, we have provided a recordkeeper-specific Resource Center that features critical processing information, forms and other resources to help you easily manage your plan with us.

Simply select your Investment & Recordkeeping Partner from our list to find everything you need.
American Funds logo
Fidelity Investments logo
Empower Retirement logo
John Hancock logo
Lincoln Financial Group
Mass mutual financial group
Nationwide
Principal
Securian
Transamerica
Vanguard
Voya