Having Pinnacle Financial Group as your advisor puts you at a distinct advantage over other companies. Our retirement plan consulting practice is founded on principles and practices that offer you the highest level of institutional plan consulting available. Our practice is based on complete objectivity, fee transparency, fiduciary responsibility and conflict-free advice. Unlike most of our competitors, we accept responsibility as a co-fiduciary in writing which helps you meet the standard imposed by ERISA - that of a “prudent expert”.

We also have the distinct advantage of leveraging our resources within National Retirement Partners to offer our institutional services, whatever size your retirement plan may be.

Services

• Investment Advisory
  We monitor and measure the performance of all your investment options on your behalf. With the criteria of your investment policy statement in mind, we meet with you regularly to provide recommendations for changes. Our investment advice is driven by National Retirement Partners' proprietary institutional research and other leading institutional research software.
  
• Benchmarking
  Using our proprietary benchmarking tools, we measure your plan against others in your industry, and versus national norms. We then make comprehensive recommendations for improvement. Our criteria include plan design, investments, total plan costs, compliance, and technology, among others.
  
• Fiduciary Support
  Operating your plan in compliance with ERISA and other regulations is a challenge for human resource or other professionals who assist with managing your retirement plan. Applying our profound experience along with degrees in the law and fiduciary services, we guide plan sponsors through the maze of duties and responsibilities imposed by ERISA and other bodies of regulation. Whether it is assisting with 404(c) qualification, creating a process of “procedural prudence” or documenting meeting minutes, we serve as an extension of your team.
  
• Vendor Selection
  We use our proprietary database to analyze plans using over 600 questions, in addition to our own customized analysis and experience, to help plan sponsors find the right plan provider given their goals, needs, and participant demographics. Our quantitative and qualitative analysis, coupled with our product objectivity and fee transparency, enable us to effectively guide you in the selection process.
  
• Participant Communications
  The success of your retirement plan is largely dependent on the investment knowledge and motivation level of your participants. We take the communication services of plan providers a step further. Using several media, we coordinate your education strategy and measure the effectiveness of each tactic. Whether it is programs targeted at baby boomers, new hires, or “at-risk” participants, we customize education strategies based on your participant’s needs.