The first step to designing the perfect retirement plan is gathering demographic information about your staff. Filling out the appropriate Census Request Form below gives us a detailed snapshot of your business and helps us identify opportunities for you. Once you have filled out the appropriate Census Request Form, please email it to your Pinnacle retirement plan professional.
For single participant plans, please use this form:
For firms with two or more employees, please use this form:
Need help completing the census request form? Watch this video: