New Pinnacle Consulting Group, LLC offers a full range of retirement plan consulting services designed and priced for small and medium sized organizations. Our specialty is 403(b) retirement plans where the founding partners have over 50 years of combined experience.
Services include: comprehensive compliance reviews, annual administrative services such as nondiscrimination testing, limit calculations and Form 5500 preparation, plan start-up services including plan design, implementation, and plan document preparation. We have an established network of firms that provide legal and other support. All services are performed for a fixed price.
Industry
Financial Services, Insurance and Employee Benefit Funds, Finance and Insurance
HQ Location
19825-B North Cove Road #105
Cornelius, North Carolina 28031, US
Keywords
Retirement Plan Operational Compliance403(b) Retirement PlansPlan Desigretirement plan servicesinvestment management serviceslife insuranceretirement plan consultingpension employeeclient relationship managementcompliance package