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.