New Client Information Form

Please download this New Client Information Form to tell us a bit more about your company. The form gives us a snapshot of your business and will help us with the on-boarding process.  Once you have filled out the New Client Information Form, please email it to your Pinnacle retirement plan professional.

New Client Information Form 1-pg

Contact Us to Receive a Plan Design for Your Company

Pinnacle Plan Design is a third-party administrator (TPA) for employer-sponsored qualified retirement plans. We specialize in retirement plan design, administration and actuarial consulting for 401(k)/profit-sharing plans, defined benefit plans, cash balance plans, and 403(b) plans. Pinnacle Plan Design proudly serves businesses nationwide.
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