Enrollment Services Choosing a new 401(k) Plan for a company can be a daunting and time consuming task.  There are various factors to take into consideration when making this important decision. Often overlooked during the evaluation process are enrollment services.  Many 401(k) providers do not offer these services, and if they do, they typically are based upon a ‘one size fits all’ mentality, and not specific to individual participants.  At Pinnacle, our enrollment process was developed around the premise that all plan participants are different with varying degrees of investment experience and knowledge.       Pinnacle provides complete enrollment services to companies during 401(k) start-ups and plan conversions.  Pinnacle’s enrollment process consists of: providing pre-enrollment materials, conducting group enrollment meetings, conducting individual investment interviews with participants, collecting and processing enrollment forms, and continues throughout the life of the plan, with on-going enrollment interviews with newly eligible participants.  Our ‘enrollment teams’ consist of licensed Investment Adviser Representatives experienced with dealing with all types of investors.