Pinnacle Investments offers comprehensive workplace retirement solutions designed to help both employers and employees achieve their financial goals. Our knowledge of 401(k) plans and other retirement benefits can help you create a robust retirement program that attracts and retains top talent while supporting your employees’ long-term financial well-being.

For Employers

We provide a range of services to help you manage and optimize your company’s retirement plan:

• Strategic Plan Management: We assist in designing, implementing, and managing your plan to align with your company’s goals and employee needs
• Fiduciary Support: Our team helps you navigate your fiduciary responsibilities, reducing your liability while you comply with ERISA regulations
• Investment Selection and Monitoring: We offer guidance on selecting, monitoring, and adjusting investment options to maintain a diverse and appropriate lineup for your employees
• Fee Analysis and Benchmarking: We conduct regular reviews to ensure your plan fees are competitive and provide value for your employees
• Plan Design Optimization: We help create a plan structure that encourages participation and maximizes benefits for both the company and employees

For Employees

Our services extend beyond plan management to support your employees’ retirement readiness:

• Financial Education: We provide comprehensive educational resources and advisor-guided enrollments to help employees understand their retirement benefits and make informed decisions
• Personalized Guidance: Our team of advisors offers individual advice and guidance to help employees optimize their retirement savings strategies
• Retirement Readiness Analysis: We offer tools and consultations to help employees assess their retirement preparedness and make necessary adjustments
• Investment Advice: Employees can receive personalized investment recommendations tailored to their unique financial situations and goals