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The Pinnacle 401K Plans

Multiple diversified fund options from the leaders in the industry such as: T. Rowe Price, Dreyfus, American Funds, Fidelity, Vanguard, Pimco and many others.

- Individual meetings with a Registered Investment Adviser Representative

- Daily access to investment changes via the Internet or phone

- Annual reviews and educational services

- Asset management services for individual accounts

- Award-winning participant materials

- Multiple investment strategies for all types of investors


Compliance and discrimination testing

- Flexible contribution matching and profit sharing options

- Flexible plan design options

- Shared fiduciary liability

- Timely and efficient plan conversions

- Complete enrollment services including form processing and status reports

- Ongoing enrollment support for newly eligible participants

 

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