Pinnacle Pension Consultants LLC

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WHAT WE DO - PINNACLE PENSION CONSULTANTS --> What We Do Our Approach 403(b) Plans Our Team Contact Partnering with plan sponsors and their employees to achieve their retirement goals. For many, saving for retirement can be a difficult task. With Pinnacle’s intelligent plan design and personalized advice, your employees can approach their financial future with confidence. WHAT WE DO We are retirement plan specialists. Qualified plans are complicated and demand expertise. Given our sole focus on retirement plans we bring that required expertise and a fiduciary commitment. Investment Policy Statement Development and Maintenance – The Investment Policy Statement is the foundation upon which a prudent investment review process is built. Investment Consulting – A prudent process for the selection and monitoring of plan investments is crucial both in mitigating fiduciary liability and in providing participants the performance potential needed to achieve retirement security. 403(b) Plans – Helping plan sponsors meet their fiduciary obligations and address the complex issues related to their plans like legacy plans/investments, annuities and insurance contracts. Provider Benchmarking/RFPs – Using benchmarking and the open market to compare fees and services allows for the negotiation of competitive pricing and the insistence of value. Vendor Monitoring – Monitoring of your provider relationships and the use of leverage to resolve service issues while keeping you abreast of new servic

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